+90.8%
HON vs DOCU
+112.5%
-21.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +1.4% | +4.1% | -2.6% | +1.0% |
| 30D | +7.5% | +7.4% | +0.1% | +6.8% |
| 3M | -4.3% | +26.0% | -30.4% | -6.5% |
| 6M | -1.5% | +79.2% | -80.7% | -7.1% |
| YTD | +10.5% | +18.1% | -7.5% | +8.0% |
| 1Y | +8.5% | +20.5% | -12.0% | +5.7% |
| 3Y | +28.0% | +96.4% | -68.4% | +16.9% |
| 5Y | +12.0% | -69.5% | +81.5% | +14.2% |
| All | +90.8% | +112.5% | -21.7% | +43.0% |
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