+468.3%
HCA vs DOCU
+107.7%
+360.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | -0.5% |
| 7D | +6.1% | -3.2% | +9.4% | +6.4% |
| 30D | +17.4% | +15.7% | +1.7% | +16.0% |
| 3M | +24.1% | +37.3% | -13.2% | +20.7% |
| 6M | +18.8% | +63.1% | -44.3% | +13.6% |
| YTD | +9.3% | +15.4% | -6.1% | +7.3% |
| 1Y | +8.0% | +11.3% | -3.3% | +6.3% |
| 3Y | +124.9% | +92.1% | +32.9% | +104.0% |
| 5Y | +113.2% | -70.5% | +183.6% | +116.3% |
| All | +468.3% | +107.7% | +360.6% | +339.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling