+10.3%
CNH vs DOCU
+33.7%
-23.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.3% | +3.7% |
| 7D | +23.3% | +6.9% | +16.4% | +22.6% |
| 30D | +33.5% | +19.0% | +14.5% | +31.3% |
| 3M | +32.7% | +34.3% | -1.6% | +28.9% |
| 6M | +22.2% | +48.0% | -25.8% | +16.6% |
| YTD | +57.7% | 0.0% | +57.7% | +58.8% |
| 1Y | +28.0% | -10.3% | +38.3% | +30.6% |
| All | +10.3% | +33.7% | -23.3% | -6.0% |
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 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