+90.9%
HUBS vs DOCU
+104.6%
-13.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -11.8% | -4.8% | -7.0% | -9.4% |
| 30D | -9.8% | +9.4% | -19.2% | -13.9% |
| 3M | -2.1% | +29.0% | -31.2% | -14.0% |
| 6M | +4.4% | +62.3% | -58.0% | -17.2% |
| YTD | -48.7% | +13.7% | -62.4% | -50.7% |
| 1Y | -48.3% | +11.5% | -59.9% | -50.1% |
| 3Y | -50.4% | +94.2% | -144.6% | -66.4% |
| 5Y | -75.8% | -71.7% | -4.0% | -64.7% |
| All | +90.9% | +104.6% | -13.7% | +18.1% |
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