+375.1%
HLT vs DOCU
+104.2%
+270.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +3.8% | -5.5% | +9.3% | +4.7% |
| 30D | +15.6% | +12.6% | +2.9% | +13.5% |
| 3M | +15.1% | +36.4% | -21.3% | +9.3% |
| 6M | +15.3% | +66.8% | -51.5% | +5.4% |
| YTD | +29.1% | +13.5% | +15.7% | +24.7% |
| 1Y | +39.9% | +11.3% | +28.6% | +35.3% |
| 3Y | +138.7% | +92.1% | +46.7% | +104.4% |
| 5Y | +147.4% | -71.0% | +218.4% | +156.2% |
| All | +375.1% | +104.2% | +270.8% | +208.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling