-25.7%
HDB vs DOCU
-71.9%
+46.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.7% |
| 7D | +13.3% | -3.2% | +16.5% | +13.7% |
| 30D | +10.2% | +15.7% | -5.5% | +8.4% |
| 3M | +3.6% | +37.3% | -33.7% | -0.3% |
| 6M | -0.5% | +63.1% | -63.6% | -6.4% |
| YTD | -32.4% | +15.4% | -47.8% | -34.1% |
| 1Y | -31.1% | +11.3% | -42.4% | -32.6% |
| 3Y | -12.6% | +92.1% | -104.7% | -23.6% |
| 5Y | -25.7% | -70.5% | +44.8% | -27.6% |
| All | -25.7% | -71.9% | +46.2% | -27.6% |
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