-11.6%
DHR vs DOCU
-71.0%
+59.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.5% |
| 3M | +15.3% | +36.4% | -21.1% | +9.8% |
| 6M | +32.1% | +66.8% | -34.7% | +21.5% |
| YTD | +1.2% | +13.5% | -12.3% | -2.0% |
| 1Y | +10.1% | +11.3% | -1.2% | +6.8% |
| 3Y | +19.9% | +92.1% | -72.2% | +2.5% |
| All | -11.6% | -71.0% | +59.4% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling