+139.8%
DHR vs DOCU
+80.0%
+59.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.2% |
| 7D | -3.9% | +6.9% | -10.8% | -4.9% |
| 30D | +4.0% | +19.0% | -15.0% | +1.0% |
| 3M | +11.5% | +34.3% | -22.8% | +5.8% |
| 6M | +1.9% | +48.0% | -46.2% | -5.2% |
| YTD | -8.9% | 0.0% | -8.9% | -10.1% |
| 1Y | +5.1% | -10.3% | +15.4% | +4.9% |
| 3Y | -10.3% | +32.4% | -42.7% | -18.8% |
| 5Y | -27.8% | -77.9% | +50.1% | -19.9% |
| All | +139.8% | +80.0% | +59.8% | +85.2% |
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 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