+25.8%
DHI vs DOCU
+31.0%
-5.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.6% |
| 7D | -3.1% | +6.9% | -10.0% | -3.9% |
| 30D | -5.5% | +19.0% | -24.5% | -7.5% |
| 3M | -2.2% | +34.3% | -36.5% | -5.9% |
| 6M | -6.0% | +48.0% | -54.0% | -10.9% |
| YTD | 0.0% | 0.0% | 0.0% | -0.2% |
| 1Y | -18.2% | -10.3% | -8.0% | -17.4% |
| All | +25.8% | +31.0% | -5.2% | +1.6% |
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