+25.0%
HL vs DOCU
+11.6%
+13.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.2% | +13.0% | +13.2% |
| 7D | +0.2% | -3.7% | +3.9% | -0.1% |
| 30D | -12.1% | +15.0% | -27.1% | -11.2% |
| 3M | -2.8% | +39.9% | -42.7% | -0.9% |
| 6M | -14.9% | +66.2% | -81.1% | -11.4% |
| YTD | -22.0% | +17.7% | -39.7% | -9.5% |
| 1Y | +25.0% | +13.7% | +11.3% | +46.9% |
| All | +25.0% | +11.6% | +13.4% | +46.9% |
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