+9.1%
DHI vs DOCU
+11.6%
-2.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.2% | +7.9% | +8.1% |
| 7D | +9.8% | -3.7% | +13.5% | +10.0% |
| 30D | +17.8% | +15.0% | +2.9% | +17.1% |
| 3M | +4.7% | +39.9% | -35.2% | +3.2% |
| 6M | +10.0% | +66.2% | -56.1% | +8.4% |
| YTD | +10.0% | +17.7% | -7.7% | +11.5% |
| 1Y | +9.1% | +13.7% | -4.6% | +13.0% |
| All | +9.1% | +11.6% | -2.5% | +13.0% |
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 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