+53.6%
HBAN vs DOCU
+104.6%
-51.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | -0.6% | -4.8% | +4.2% | -0.1% |
| 30D | +3.9% | +9.4% | -5.5% | +2.9% |
| 3M | -8.4% | +29.0% | -37.4% | -11.0% |
| 6M | +0.6% | +62.3% | -61.7% | -4.9% |
| YTD | -5.5% | +13.7% | -19.2% | -7.7% |
| 1Y | +5.4% | +11.5% | -6.2% | +3.1% |
| 3Y | +76.7% | +94.2% | -17.5% | +62.1% |
| 5Y | +25.1% | -71.7% | +96.9% | +22.1% |
| All | +53.6% | +104.6% | -51.0% | +17.0% |
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