+12.1%
HLT vs DOCU
-9.0%
+21.2%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.0% |
| 7D | -3.3% | +6.9% | -10.2% | -3.2% |
| 30D | -4.1% | +19.0% | -23.1% | -3.9% |
| 3M | -7.9% | +34.3% | -42.2% | -7.8% |
| 6M | +2.2% | +48.0% | -45.9% | +2.0% |
| YTD | +8.5% | 0.0% | +8.5% | +10.7% |
| 1Y | +12.1% | -10.3% | +22.4% | +14.0% |
| All | +12.1% | -9.0% | +21.2% | +14.0% |
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 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