+108.4%
HCA vs DOCU
-71.0%
+179.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.3% |
| 7D | +4.6% | -5.5% | +10.2% | +5.1% |
| 30D | +12.7% | +12.6% | +0.1% | +11.7% |
| 3M | +21.3% | +36.4% | -15.1% | +18.2% |
| 6M | +15.7% | +66.8% | -51.1% | +10.7% |
| YTD | +6.6% | +13.5% | -6.9% | +5.1% |
| 1Y | +5.7% | +11.3% | -5.6% | +4.4% |
| 3Y | +119.2% | +92.1% | +27.2% | +97.0% |
| All | +108.4% | -71.0% | +179.5% | +99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling