+122.9%
HUBS vs DOCU
+71.3%
+51.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.9% | +2.0% | -0.3% |
| 7D | -4.3% | +0.7% | -4.9% | -4.7% |
| 30D | +14.2% | +8.0% | +6.2% | +10.0% |
| 3M | +15.5% | +41.0% | -25.5% | -2.5% |
| 6M | -18.9% | +33.7% | -52.6% | -28.5% |
| YTD | -40.1% | -4.9% | -35.2% | -36.9% |
| 1Y | -51.8% | -20.4% | -31.4% | -44.7% |
| 3Y | -55.2% | +29.6% | -84.9% | -62.7% |
| 5Y | -64.7% | -76.9% | +12.2% | -43.2% |
| All | +122.9% | +71.3% | +51.7% | +51.0% |
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