+30.9%
DOCU vs HBM
+455.0%
-424.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.8% |
| 7D | +6.9% | -6.4% | +13.2% | +7.7% |
| 30D | +19.0% | +5.9% | +13.1% | +17.9% |
| 3M | +34.3% | -8.9% | +43.2% | +35.6% |
| 6M | +48.0% | +10.7% | +37.3% | +44.1% |
| YTD | 0.0% | +38.3% | -38.3% | -8.7% |
| 1Y | -10.3% | +121.3% | -131.6% | -27.5% |
| All | +30.9% | +455.0% | -424.1% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling