+39.9%
HLT vs DOCU
+10.1%
+29.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.2% |
| 7D | +3.8% | -5.5% | +9.3% | +3.7% |
| 30D | +15.6% | +12.6% | +2.9% | +15.9% |
| 3M | +15.1% | +36.4% | -21.3% | +16.0% |
| 6M | +15.3% | +66.8% | -51.5% | +16.1% |
| YTD | +29.1% | +13.5% | +15.7% | +34.1% |
| 1Y | +39.9% | +11.3% | +28.6% | +45.9% |
| All | +39.9% | +10.1% | +29.8% | +45.9% |
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