+149.4%
HL vs DOCU
-71.0%
+220.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.7% | +2.2% |
| 7D | +8.9% | -5.5% | +14.5% | +9.8% |
| 30D | -10.1% | +12.6% | -22.7% | -11.6% |
| 3M | -7.0% | +36.4% | -43.4% | -11.4% |
| 6M | -18.8% | +66.8% | -85.5% | -25.3% |
| YTD | -23.1% | +13.5% | -36.6% | -25.4% |
| 1Y | +8.9% | +11.3% | -2.4% | +6.0% |
| 3Y | +255.0% | +92.1% | +163.0% | +201.4% |
| All | +149.4% | -71.0% | +220.4% | +134.2% |
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