+14.8%
CNH vs DOCU
+11.6%
+3.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +6.5% | -3.7% | +10.2% | +6.3% |
| 30D | -12.0% | +15.0% | -26.9% | -11.2% |
| 3M | +4.4% | +39.9% | -35.5% | +7.0% |
| 6M | +15.7% | +66.2% | -50.5% | +20.4% |
| YTD | +28.2% | +17.7% | +10.5% | +37.6% |
| 1Y | +14.8% | +13.7% | +1.1% | +24.2% |
| All | +14.8% | +11.6% | +3.2% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling