-11.6%
HL vs DOCU
+18.5%
-30.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.6% | -1.8% |
| 7D | -11.1% | +4.1% | -15.2% | -10.8% |
| 30D | -12.1% | +7.4% | -19.4% | -11.6% |
| 3M | -26.1% | +26.0% | -52.1% | -25.1% |
| 6M | -37.7% | +79.2% | -116.9% | -34.9% |
| YTD | -31.7% | +18.1% | -49.8% | -21.3% |
| 1Y | -11.6% | +20.5% | -32.2% | +0.1% |
| All | -11.6% | +18.5% | -30.1% | +0.1% |
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 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