+100.1%
HUBS vs DOCU
+110.9%
-10.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | +5.3% | +1.6% | +3.7% | +4.4% |
| 30D | -2.5% | +10.8% | -13.3% | -7.5% |
| 3M | +2.7% | +38.0% | -35.2% | -12.9% |
| 6M | +20.2% | +77.4% | -57.2% | -9.0% |
| YTD | -46.2% | +17.2% | -63.4% | -49.2% |
| 1Y | -45.3% | +15.6% | -60.9% | -48.2% |
| 3Y | -49.7% | +95.6% | -145.3% | -66.1% |
| 5Y | -74.3% | -69.7% | -4.6% | -63.9% |
| All | +100.1% | +110.9% | -10.8% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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