+74.5%
HBAN vs DOCU
+94.3%
-19.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.1% | -3.4% | +3.2% | +0.3% |
| 30D | +3.4% | +9.3% | -5.9% | +2.1% |
| 3M | -9.1% | +30.2% | -39.3% | -12.7% |
| 6M | +0.1% | +62.1% | -62.0% | -7.6% |
| YTD | -6.0% | +13.5% | -19.6% | -8.2% |
| 1Y | +4.0% | +11.5% | -7.5% | +1.9% |
| 3Y | +74.5% | +89.5% | -15.0% | +46.9% |
| All | +74.5% | +94.3% | -19.9% | +46.9% |
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