-57.9%
HUBS vs DOCS
-36.0%
-21.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.2% | -2.1% |
| 7D | -5.0% | -1.4% | -3.6% | -4.6% |
| 30D | -1.0% | +21.8% | -22.9% | -7.6% |
| 3M | +12.4% | +27.3% | -14.9% | +3.9% |
| 6M | -11.1% | -0.3% | -10.8% | -12.6% |
| YTD | -38.3% | -40.5% | +2.2% | -29.8% |
| 1Y | -46.7% | -61.5% | +14.9% | -31.5% |
| 3Y | -55.1% | +8.2% | -63.3% | -62.2% |
| 5Y | -64.8% | -73.4% | +8.6% | -62.6% |
| All | -57.9% | -36.0% | -21.9% | -55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling