-49.7%
HUBS vs DOCU
+98.0%
-147.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.2% |
| 7D | +8.3% | +4.1% | +4.2% | +5.5% |
| 30D | -4.0% | +7.4% | -11.3% | -7.9% |
| 3M | -9.7% | +26.0% | -35.7% | -21.6% |
| 6M | +21.4% | +79.2% | -57.8% | -12.3% |
| YTD | -45.9% | +18.1% | -63.9% | -52.4% |
| 1Y | -44.4% | +20.5% | -64.9% | -51.7% |
| 3Y | -49.7% | +96.4% | -146.1% | -64.3% |
| All | -49.7% | +98.0% | -147.7% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling