+35.9%
HLT vs DOCU
+15.6%
+20.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.8% | +1.6% | -0.7% | +0.9% |
| 30D | +13.1% | +10.8% | +2.2% | +13.3% |
| 3M | +15.6% | +38.0% | -22.3% | +16.5% |
| 6M | +19.0% | +77.4% | -58.4% | +19.8% |
| YTD | +29.9% | +17.2% | +12.8% | +34.8% |
| 1Y | +35.9% | +15.6% | +20.3% | +40.9% |
| All | +35.9% | +15.6% | +20.3% | +40.9% |
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