+50.6%
HBAN vs DOCU
+107.7%
-57.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -2.6% |
| 7D | -2.3% | -3.2% | +1.0% | -1.9% |
| 30D | +1.8% | +15.7% | -13.9% | +0.3% |
| 3M | -10.4% | +37.3% | -47.7% | -13.5% |
| 6M | -3.1% | +63.1% | -66.2% | -8.4% |
| YTD | -7.4% | +15.4% | -22.8% | -9.7% |
| 1Y | +6.0% | +11.3% | -5.3% | +3.8% |
| 3Y | +66.3% | +92.1% | -25.8% | +52.6% |
| 5Y | +22.8% | -70.5% | +93.3% | +19.6% |
| All | +50.6% | +107.7% | -57.1% | +14.6% |
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