-65.0%
HUBS vs DOCS
-20.2%
-44.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.5% | +2.3% |
| 7D | -11.8% | 0.0% | -11.8% | -11.9% |
| 30D | -9.8% | +7.8% | -17.6% | -11.9% |
| 3M | -2.1% | +20.0% | -22.1% | -7.5% |
| 6M | +4.4% | +26.5% | -22.2% | -5.0% |
| YTD | -48.7% | -25.8% | -22.9% | -45.5% |
| 1Y | -48.3% | -39.5% | -8.9% | -42.0% |
| 3Y | -50.4% | +60.3% | -110.7% | -63.3% |
| 5Y | -75.8% | -57.0% | -18.7% | -76.2% |
| All | -65.0% | -20.2% | -44.8% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling