+290.5%
HLT vs DOCU
+71.3%
+219.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.4% |
| 7D | -2.4% | +0.7% | -3.1% | -2.5% |
| 30D | -4.1% | +8.0% | -12.1% | -5.4% |
| 3M | -10.6% | +41.0% | -51.6% | -15.8% |
| 6M | +2.0% | +33.7% | -31.6% | -3.7% |
| YTD | +6.1% | -4.9% | +11.0% | +5.4% |
| 1Y | +9.8% | -20.4% | +30.2% | +11.8% |
| 3Y | +99.0% | +29.6% | +69.4% | +81.6% |
| 5Y | +151.5% | -76.9% | +228.4% | +169.3% |
| All | +290.5% | +71.3% | +219.2% | +161.1% |
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