+20.2%
HAL vs DOCU
+11.4%
+8.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -3.3% |
| 7D | -11.1% | -3.2% | -7.9% | -11.2% |
| 30D | -2.4% | +15.7% | -18.1% | -1.8% |
| 3M | +0.8% | +37.3% | -36.5% | +2.5% |
| 6M | -22.8% | +63.1% | -85.9% | -20.3% |
| YTD | +14.5% | +15.4% | -0.9% | +14.5% |
| 1Y | +20.2% | +11.3% | +8.9% | +20.0% |
| All | +20.2% | +11.4% | +8.8% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling