+21.7%
HBAN vs DOCU
-68.9%
+90.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -3.0% | -0.2% |
| 7D | -1.1% | -0.4% | -0.7% | -1.1% |
| 30D | +3.1% | +12.9% | -9.8% | +1.2% |
| 3M | -9.8% | +35.1% | -44.8% | -14.0% |
| 6M | +1.4% | +76.2% | -74.8% | -7.9% |
| YTD | -5.8% | +17.2% | -23.0% | -9.3% |
| 1Y | +4.2% | +16.4% | -12.2% | +0.4% |
| 3Y | +74.9% | +95.6% | -20.7% | +51.3% |
| 5Y | +21.7% | -68.5% | +90.2% | +17.9% |
| All | +21.7% | -68.9% | +90.5% | +17.9% |
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 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