+43.3%
HAS vs DOCU
+80.0%
-36.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -1.1% |
| 7D | -1.8% | +6.9% | -8.7% | -2.8% |
| 30D | +2.3% | +19.0% | -16.7% | -0.6% |
| 3M | +10.4% | +34.3% | -23.9% | +5.0% |
| 6M | -3.2% | +48.0% | -51.2% | -9.9% |
| YTD | +15.4% | 0.0% | +15.4% | +13.9% |
| 1Y | +18.8% | -10.3% | +29.1% | +18.8% |
| 3Y | +43.9% | +32.4% | +11.5% | +31.2% |
| 5Y | +13.9% | -77.9% | +91.8% | +23.6% |
| All | +43.3% | +80.0% | -36.7% | -2.1% |
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 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