+55.7%
HAS vs DOCU
-71.6%
+127.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +2.4% | -3.7% | +6.2% | +3.0% |
| 30D | +31.6% | +15.0% | +16.7% | +28.8% |
| 3M | +33.9% | +39.9% | -6.0% | +26.8% |
| 6M | +31.4% | +66.2% | -34.7% | +20.5% |
| YTD | +51.6% | +17.7% | +34.0% | +46.1% |
| 1Y | +65.2% | +13.7% | +51.5% | +59.8% |
| 3Y | +188.7% | +95.9% | +92.8% | +145.1% |
| 5Y | +55.7% | -71.7% | +127.4% | +46.7% |
| All | +55.7% | -71.6% | +127.3% | +46.7% |
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 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