+378.6%
HLT vs DOCU
+104.6%
+274.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +2.3% | -4.8% | +7.1% | +3.1% |
| 30D | +14.3% | +9.4% | +4.9% | +12.7% |
| 3M | +17.6% | +29.0% | -11.5% | +12.6% |
| 6M | +17.9% | +62.3% | -44.4% | +8.2% |
| YTD | +30.1% | +13.7% | +16.4% | +25.6% |
| 1Y | +36.8% | +11.5% | +25.3% | +32.3% |
| 3Y | +137.6% | +94.2% | +43.4% | +103.1% |
| 5Y | +154.9% | -71.7% | +226.7% | +164.9% |
| All | +378.6% | +104.6% | +274.0% | +211.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling