-69.4%
DOCU vs HRB
+140.6%
-210.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.3% |
| 7D | +4.1% | -5.1% | +9.1% | +5.9% |
| 30D | +7.4% | +8.7% | -1.3% | +4.0% |
| 3M | +26.0% | -5.4% | +31.4% | +27.8% |
| 6M | +79.2% | +41.6% | +37.6% | +56.6% |
| YTD | +18.1% | +18.7% | -0.6% | +8.7% |
| 1Y | +20.5% | +16.4% | +4.1% | +11.6% |
| 3Y | +96.4% | +22.0% | +74.4% | +67.5% |
| All | -69.4% | +140.6% | -210.0% | -81.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling