-10.3%
DOCU vs HRB
+1.1%
-11.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.0% | +7.7% | +5.0% |
| 7D | +6.9% | -5.7% | +12.6% | +8.8% |
| 30D | +19.0% | +7.9% | +11.1% | +14.7% |
| 3M | +34.3% | +32.1% | +2.2% | +20.4% |
| 6M | +48.0% | +62.2% | -14.2% | +24.2% |
| YTD | 0.0% | +16.4% | -16.4% | -8.8% |
| 1Y | -10.3% | -0.3% | -10.0% | -19.3% |
| All | -10.3% | +1.1% | -11.3% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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