+121.7%
HCA vs DOCU
+94.3%
+27.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +9.0% | -3.4% | +12.3% | +9.0% |
| 30D | +11.8% | +9.3% | +2.6% | +11.9% |
| 3M | +22.1% | +30.2% | -8.2% | +22.1% |
| 6M | +16.4% | +62.1% | -45.8% | +16.5% |
| YTD | +8.6% | +13.5% | -4.9% | +9.6% |
| 1Y | +10.6% | +11.5% | -0.9% | +11.6% |
| 3Y | +121.7% | +89.5% | +32.2% | +110.1% |
| All | +121.7% | +94.3% | +27.3% | +110.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling