+85.1%
HAS vs DOCU
+107.7%
-22.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.4% |
| 7D | 0.0% | -3.2% | +3.2% | +0.5% |
| 30D | +31.3% | +15.7% | +15.6% | +28.5% |
| 3M | +32.1% | +37.3% | -5.2% | +25.6% |
| 6M | +28.1% | +63.1% | -35.0% | +18.0% |
| YTD | +49.1% | +15.4% | +33.7% | +43.9% |
| 1Y | +60.5% | +11.3% | +49.2% | +55.6% |
| 3Y | +183.9% | +92.1% | +91.8% | +144.0% |
| 5Y | +51.2% | -70.5% | +121.7% | +57.3% |
| All | +85.1% | +107.7% | -22.6% | +23.7% |
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