+114.5%
HCA vs DOCU
-71.6%
+186.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +9.0% | -3.4% | +12.3% | +9.3% |
| 30D | +11.8% | +9.3% | +2.6% | +11.1% |
| 3M | +22.1% | +30.2% | -8.2% | +19.4% |
| 6M | +16.4% | +62.1% | -45.8% | +11.6% |
| YTD | +8.6% | +13.5% | -4.9% | +7.1% |
| 1Y | +10.6% | +11.5% | -0.9% | +9.1% |
| 3Y | +121.7% | +89.5% | +32.2% | +99.5% |
| 5Y | +114.5% | -69.6% | +184.1% | +105.7% |
| All | +114.5% | -71.6% | +186.1% | +105.7% |
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