-51.8%
HUBS vs DOCS
-65.1%
+13.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.3% | +4.4% | +0.1% |
| 7D | -4.3% | -7.3% | +3.1% | -1.3% |
| 30D | +14.2% | -10.9% | +25.1% | +19.6% |
| 3M | +15.5% | +20.3% | -4.8% | +7.4% |
| 6M | -18.9% | -3.6% | -15.3% | -20.6% |
| YTD | -40.1% | -44.9% | +4.8% | -30.1% |
| 1Y | -51.8% | -64.9% | +13.1% | -34.8% |
| All | -51.8% | -65.1% | +13.3% | -34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling