+62.7%
HBAN vs DOCU
+80.0%
-17.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.5% |
| 7D | +0.7% | +6.9% | -6.2% | 0.0% |
| 30D | -3.2% | +19.0% | -22.2% | -5.1% |
| 3M | +4.0% | +34.3% | -30.3% | +0.5% |
| 6M | +3.1% | +48.0% | -44.9% | -1.7% |
| YTD | 0.0% | 0.0% | 0.0% | -0.9% |
| 1Y | -1.2% | -10.3% | +9.1% | -1.2% |
| 3Y | +72.5% | +32.4% | +40.1% | +63.9% |
| 5Y | +39.3% | -77.9% | +117.2% | +38.1% |
| All | +62.7% | +80.0% | -17.3% | +25.7% |
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 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