+15.6%
DOCU vs HRB
+11.7%
+3.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +1.6% | -7.8% | +9.3% | +4.6% |
| 30D | +10.8% | +15.7% | -4.9% | +4.7% |
| 3M | +38.0% | -5.5% | +43.5% | +39.8% |
| 6M | +77.4% | +41.1% | +36.3% | +53.0% |
| YTD | +17.2% | +20.4% | -3.2% | +11.7% |
| 1Y | +15.6% | +15.2% | +0.3% | +12.5% |
| All | +15.6% | +11.7% | +3.9% | +12.5% |
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