+129.6%
HUBS vs DOCU
+80.0%
+49.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.7% | -6.6% | -4.9% |
| 7D | -5.0% | +6.9% | -11.9% | -8.5% |
| 30D | -1.0% | +19.0% | -20.0% | -9.4% |
| 3M | +12.4% | +34.3% | -21.9% | -2.8% |
| 6M | -11.1% | +48.0% | -59.1% | -25.6% |
| YTD | -38.3% | 0.0% | -38.3% | -36.8% |
| 1Y | -46.7% | -10.3% | -36.4% | -42.4% |
| 3Y | -55.1% | +32.4% | -87.5% | -63.1% |
| 5Y | -64.8% | -77.9% | +13.1% | -42.5% |
| All | +129.6% | +80.0% | +49.6% | +51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling