+195.7%
HAS vs DOCU
+94.9%
+100.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +2.4% | -3.7% | +6.2% | +2.9% |
| 30D | +31.6% | +15.0% | +16.7% | +29.5% |
| 3M | +33.9% | +39.9% | -6.0% | +28.7% |
| 6M | +31.4% | +66.2% | -34.7% | +23.4% |
| YTD | +51.6% | +17.7% | +34.0% | +48.6% |
| 1Y | +65.2% | +13.7% | +51.5% | +62.5% |
| All | +195.7% | +94.9% | +100.8% | +134.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling