+42.5%
HAL vs DOCU
-71.9%
+114.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -3.1% |
| 7D | -11.1% | -3.2% | -7.9% | -10.8% |
| 30D | -2.4% | +15.7% | -18.1% | -3.7% |
| 3M | +0.8% | +37.3% | -36.5% | -2.2% |
| 6M | -22.8% | +63.1% | -85.9% | -26.5% |
| YTD | +14.5% | +15.4% | -0.9% | +12.3% |
| 1Y | +20.2% | +11.3% | +8.9% | +18.1% |
| 3Y | -15.2% | +92.1% | -107.2% | -22.7% |
| 5Y | +42.5% | -70.5% | +113.0% | +39.0% |
| All | +42.5% | -71.9% | +114.4% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling