+4.8%
DHI vs DOCU
+10.7%
-5.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.8% |
| 7D | +3.1% | -3.4% | +6.4% | +3.3% |
| 30D | +11.0% | +9.3% | +1.7% | +10.6% |
| 3M | +2.1% | +30.2% | -28.1% | +0.9% |
| 6M | +1.7% | +62.1% | -60.4% | +0.4% |
| YTD | +4.9% | +13.5% | -8.7% | +6.5% |
| 1Y | +4.8% | +11.5% | -6.7% | +6.8% |
| All | +4.8% | +10.7% | -5.9% | +6.8% |
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