+281.7%
HL vs DOCU
+110.9%
+170.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -1.6% |
| 7D | -5.6% | -0.4% | -5.1% | -5.5% |
| 30D | -16.2% | +12.9% | -29.1% | -17.6% |
| 3M | -20.5% | +35.1% | -55.5% | -23.8% |
| 6M | -31.7% | +76.2% | -107.9% | -37.1% |
| YTD | -26.4% | +17.2% | -43.6% | -28.9% |
| 1Y | -4.3% | +16.4% | -20.7% | -7.5% |
| 3Y | +276.9% | +95.6% | +181.3% | +227.6% |
| 5Y | +124.1% | -68.5% | +192.6% | +125.2% |
| All | +281.7% | +110.9% | +170.8% | +259.9% |
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 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