-10.3%
DHR vs DOCU
-71.9%
+61.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.7% | -3.4% |
| 7D | -4.5% | -3.2% | -1.3% | -4.0% |
| 30D | +5.0% | +15.7% | -10.7% | +2.7% |
| 3M | +13.6% | +37.3% | -23.7% | +8.0% |
| 6M | +30.1% | +63.1% | -33.0% | +20.0% |
| YTD | -0.5% | +15.4% | -15.9% | -3.9% |
| 1Y | +7.4% | +11.3% | -3.9% | +4.2% |
| 3Y | +16.4% | +92.1% | -75.7% | -0.5% |
| 5Y | -10.3% | -70.5% | +60.2% | -15.2% |
| All | -10.3% | -71.9% | +61.5% | -15.2% |
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 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