+237.2%
DHI vs DOCU
+71.3%
+165.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.9% | +1.9% | -2.1% |
| 7D | -2.0% | +0.7% | -2.7% | -2.2% |
| 30D | -8.3% | +8.0% | -16.3% | -9.8% |
| 3M | -3.7% | +41.0% | -44.7% | -10.0% |
| 6M | -5.4% | +33.7% | -39.1% | -11.4% |
| YTD | -3.0% | -4.9% | +1.9% | -3.7% |
| 1Y | -23.8% | -20.4% | -3.5% | -22.1% |
| 3Y | +21.8% | +29.6% | -7.8% | +8.6% |
| 5Y | +59.6% | -76.9% | +136.5% | +76.9% |
| All | +237.2% | +71.3% | +165.9% | +161.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling