+127.3%
HD vs DOCU
+104.2%
+23.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.2% | -1.6% |
| 7D | +4.3% | -5.5% | +9.9% | +5.2% |
| 30D | +20.2% | +12.6% | +7.5% | +18.2% |
| 3M | -1.0% | +36.4% | -37.4% | -5.5% |
| 6M | +7.9% | +66.8% | -58.9% | -0.4% |
| YTD | +2.0% | +13.5% | -11.5% | -1.2% |
| 1Y | -4.3% | +11.3% | -15.6% | -7.1% |
| 3Y | +25.9% | +92.1% | -66.1% | +9.3% |
| 5Y | +5.8% | -71.0% | +76.8% | +10.2% |
| All | +127.3% | +104.2% | +23.0% | +70.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling