-4.6%
HD vs DOCU
+11.6%
-16.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.4% | +6.5% |
| 7D | +11.9% | -3.7% | +15.6% | +12.1% |
| 30D | +26.4% | +15.0% | +11.5% | +25.8% |
| 3M | +2.8% | +39.9% | -37.1% | +1.6% |
| 6M | +15.5% | +66.2% | -50.7% | +13.4% |
| YTD | +5.5% | +17.7% | -12.2% | +3.9% |
| 1Y | -4.6% | +13.7% | -18.3% | -5.8% |
| All | -4.6% | +11.6% | -16.2% | -5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling