+13.7%
DOCU vs HBM
+47.3%
-33.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.5% | +0.6% |
| 7D | -3.7% | -5.8% | +2.1% | -4.3% |
| 30D | +15.0% | -18.5% | +33.4% | +12.8% |
| 3M | +39.9% | -10.3% | +50.2% | +38.4% |
| 6M | +66.2% | +2.1% | +64.0% | +70.3% |
| YTD | +17.7% | +12.0% | +5.7% | +15.1% |
| 1Y | +13.7% | +49.8% | -36.1% | +1.8% |
| All | +13.7% | +47.3% | -33.6% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling