+119.2%
HCA vs DOCU
+87.9%
+31.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.5% |
| 7D | +4.6% | -5.5% | +10.2% | +4.6% |
| 30D | +12.7% | +12.6% | +0.1% | +12.7% |
| 3M | +21.3% | +36.4% | -15.1% | +21.3% |
| 6M | +15.7% | +66.8% | -51.1% | +15.8% |
| YTD | +6.6% | +13.5% | -6.9% | +7.5% |
| 1Y | +5.7% | +11.3% | -5.6% | +6.7% |
| 3Y | +119.2% | +92.1% | +27.2% | +100.2% |
| All | +119.2% | +87.9% | +31.3% | +100.2% |
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