+190.7%
HAS vs DOCU
+91.1%
+99.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.4% |
| 7D | 0.0% | -3.2% | +3.2% | +0.4% |
| 30D | +31.3% | +15.7% | +15.6% | +29.2% |
| 3M | +32.1% | +37.3% | -5.2% | +27.3% |
| 6M | +28.1% | +63.1% | -35.0% | +20.6% |
| YTD | +49.1% | +15.4% | +33.7% | +46.5% |
| 1Y | +60.5% | +11.3% | +49.2% | +58.3% |
| All | +190.7% | +91.1% | +99.7% | +130.7% |
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 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