-49.7%
HUBS vs DOCS
+39.4%
-89.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.5% |
| 7D | +8.3% | +2.6% | +5.7% | +7.6% |
| 30D | -4.0% | +11.4% | -15.4% | -6.6% |
| 3M | -9.7% | +25.4% | -35.1% | -14.7% |
| 6M | +21.4% | +42.5% | -21.2% | +9.6% |
| YTD | -45.9% | -24.7% | -21.2% | -45.1% |
| 1Y | -44.4% | -32.9% | -11.4% | -42.6% |
| 3Y | -49.7% | +39.6% | -89.3% | -53.5% |
| All | -49.7% | +39.4% | -89.0% | -53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling