+114.5%
HCA vs DOCU
-69.6%
+184.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.2% |
| 6M | +17.2% | +79.2% | -62.0% | +11.5% |
| YTD | +7.5% | +18.1% | -10.6% | +5.6% |
| 1Y | +6.2% | +20.5% | -14.4% | +4.1% |
| 3Y | +122.0% | +96.4% | +25.6% | +99.3% |
| All | +114.5% | -69.6% | +184.2% | +105.3% |
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 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