+146.5%
HL vs DOCU
-71.9%
+218.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.4% | -3.1% |
| 7D | 0.0% | -3.2% | +3.2% | +0.4% |
| 30D | -15.5% | +15.7% | -31.2% | -17.3% |
| 3M | -12.6% | +37.3% | -49.9% | -16.8% |
| 6M | -15.2% | +63.1% | -78.3% | -21.8% |
| YTD | -24.7% | +15.4% | -40.0% | -27.0% |
| 1Y | +19.4% | +11.3% | +8.1% | +16.3% |
| 3Y | +236.8% | +92.1% | +144.7% | +186.1% |
| 5Y | +146.5% | -70.5% | +217.0% | +131.6% |
| All | +146.5% | -71.9% | +218.4% | +131.6% |
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