+112.8%
HL vs DOCU
-69.6%
+182.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.6% | -2.0% |
| 7D | -11.1% | +4.1% | -15.2% | -11.6% |
| 30D | -12.1% | +7.4% | -19.4% | -13.0% |
| 3M | -26.1% | +26.0% | -52.1% | -28.7% |
| 6M | -37.7% | +79.2% | -116.9% | -43.3% |
| YTD | -31.7% | +18.1% | -49.8% | -34.1% |
| 1Y | -11.6% | +20.5% | -32.2% | -15.0% |
| 3Y | +249.6% | +96.4% | +153.2% | +195.9% |
| All | +112.8% | -69.6% | +182.5% | +98.0% |
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