+2.2%
DHI vs DOCU
+15.6%
-13.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.2% | -4.7% | -1.7% |
| 7D | -6.1% | -0.4% | -5.6% | -6.0% |
| 30D | +9.8% | +12.9% | -3.1% | +9.2% |
| 3M | -2.2% | +35.1% | -37.3% | -3.5% |
| 6M | +2.0% | +76.2% | -74.2% | +0.7% |
| YTD | +3.3% | +17.2% | -13.9% | +4.9% |
| All | +2.2% | +15.6% | -13.4% | +4.0% |
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