+270.8%
DHI vs DOCU
+104.2%
+166.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -3.1% |
| 7D | +4.3% | -5.5% | +9.9% | +5.4% |
| 30D | +14.3% | +12.6% | +1.6% | +11.7% |
| 3M | +4.3% | +36.4% | -32.1% | -1.9% |
| 6M | +2.7% | +66.8% | -64.1% | -7.4% |
| YTD | +6.7% | +13.5% | -6.8% | +2.3% |
| 1Y | +6.1% | +11.3% | -5.2% | +2.1% |
| 3Y | +33.5% | +92.1% | -58.6% | +10.0% |
| 5Y | +73.4% | -71.0% | +144.4% | +84.3% |
| All | +270.8% | +104.2% | +166.5% | +177.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling