+166.4%
DHR vs DOCU
+104.2%
+62.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.0% |
| 7D | -0.9% | -5.5% | +4.7% | 0.0% |
| 30D | +5.4% | +12.6% | -7.3% | +3.3% |
| 3M | +15.3% | +36.4% | -21.1% | +9.3% |
| 6M | +32.1% | +66.8% | -34.7% | +20.7% |
| YTD | +1.2% | +13.5% | -12.3% | -2.3% |
| 1Y | +10.1% | +11.3% | -1.2% | +6.4% |
| 3Y | +19.9% | +92.1% | -72.2% | +1.7% |
| 5Y | -8.8% | -71.0% | +62.2% | -3.4% |
| All | +166.4% | +104.2% | +62.1% | +101.2% |
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