+459.1%
HL vs DOCU
+80.0%
+379.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.7% | -6.2% | -3.0% |
| 7D | +1.5% | +6.9% | -5.4% | +0.6% |
| 30D | +25.1% | +19.0% | +6.1% | +22.1% |
| 3M | +22.9% | +34.3% | -11.4% | +17.7% |
| 6M | -4.9% | +48.0% | -52.9% | -10.7% |
| YTD | +7.8% | 0.0% | +7.8% | +6.6% |
| 1Y | +133.9% | -10.3% | +144.2% | +134.2% |
| 3Y | +380.9% | +32.4% | +348.5% | +341.7% |
| 5Y | +230.2% | -77.9% | +308.1% | +246.6% |
| All | +459.1% | +80.0% | +379.1% | +439.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling