+458.8%
HCA vs DOCU
+112.5%
+346.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +0.8% | +4.1% | -3.2% | +0.5% |
| 30D | +6.1% | +7.4% | -1.3% | +5.5% |
| 3M | +21.4% | +26.0% | -4.6% | +19.0% |
| 6M | +17.2% | +79.2% | -62.0% | +11.2% |
| YTD | +7.5% | +18.1% | -10.6% | +5.3% |
| 1Y | +6.2% | +20.5% | -14.4% | +3.8% |
| 3Y | +122.0% | +96.4% | +25.6% | +101.0% |
| 5Y | +112.2% | -69.5% | +181.7% | +114.7% |
| All | +458.8% | +112.5% | +346.3% | +331.3% |
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