+164.7%
HLT vs DOCU
-69.6%
+234.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +0.7% | +4.1% | -3.3% | 0.0% |
| 30D | +13.7% | +7.4% | +6.4% | +12.4% |
| 3M | +16.3% | +26.0% | -9.7% | +11.6% |
| 6M | +19.9% | +79.2% | -59.3% | +7.3% |
| YTD | +30.1% | +18.1% | +12.0% | +24.5% |
| 1Y | +38.5% | +20.5% | +18.0% | +31.9% |
| 3Y | +131.0% | +96.4% | +34.6% | +91.7% |
| All | +164.7% | -69.6% | +234.4% | +157.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling