+10.6%
HCA vs DOCU
+10.7%
-0.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +9.0% | -3.4% | +12.3% | +8.9% |
| 30D | +11.8% | +9.3% | +2.6% | +12.4% |
| 3M | +22.1% | +30.2% | -8.2% | +23.9% |
| 6M | +16.4% | +62.1% | -45.8% | +20.1% |
| YTD | +8.6% | +13.5% | -4.9% | +13.9% |
| 1Y | +10.6% | +11.5% | -0.9% | +16.3% |
| All | +10.6% | +10.7% | -0.1% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling