+105.3%
HAL vs DOCU
-78.0%
+183.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.9% |
| 7D | +2.9% | +6.9% | -4.0% | +2.4% |
| 30D | +17.0% | +19.0% | -2.0% | +15.2% |
| 3M | -9.7% | +34.3% | -43.9% | -12.2% |
| 6M | +8.6% | +48.0% | -39.4% | +4.4% |
| YTD | +33.0% | 0.0% | +33.0% | +32.2% |
| 1Y | +68.3% | -10.3% | +78.6% | +68.7% |
| 3Y | +0.1% | +32.4% | -32.3% | -5.1% |
| All | +105.3% | -78.0% | +183.3% | +101.8% |
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