-28.5%
HAL vs DOCU
+104.4%
-132.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | -0.1% |
| 7D | -6.5% | -3.4% | -3.1% | -6.2% |
| 30D | -2.1% | +9.3% | -11.4% | -2.9% |
| 3M | -4.9% | +30.2% | -35.1% | -7.3% |
| 6M | -19.3% | +62.1% | -81.4% | -23.2% |
| YTD | +14.3% | +13.5% | +0.8% | +12.0% |
| 1Y | +17.3% | +11.5% | +5.8% | +15.0% |
| 3Y | -10.9% | +89.5% | -100.4% | -18.6% |
| 5Y | +47.4% | -69.6% | +117.0% | +50.5% |
| All | -28.5% | +104.4% | -132.9% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling