-16.8%
HAL vs DOCU
+80.0%
-96.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.9% |
| 7D | +2.9% | +6.9% | -4.0% | +2.3% |
| 30D | +17.0% | +19.0% | -2.0% | +15.1% |
| 3M | -9.7% | +34.3% | -43.9% | -12.4% |
| 6M | +8.6% | +48.0% | -39.4% | +4.1% |
| YTD | +33.0% | 0.0% | +33.0% | +31.9% |
| 1Y | +68.3% | -10.3% | +78.6% | +68.4% |
| 3Y | +0.1% | +32.4% | -32.3% | -5.4% |
| 5Y | +102.6% | -77.9% | +180.6% | +113.4% |
| All | -16.8% | +80.0% | -96.9% | -39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling