+88.1%
HON vs DOCU
+104.2%
-16.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.6% | +2.1% |
| 7D | +0.8% | -5.5% | +6.3% | +1.3% |
| 30D | +5.7% | +12.6% | -6.9% | +4.6% |
| 3M | -8.3% | +36.4% | -44.7% | -11.1% |
| 6M | -2.4% | +66.8% | -69.2% | -7.4% |
| YTD | +9.0% | +13.5% | -4.5% | +6.8% |
| 1Y | +9.2% | +11.3% | -2.1% | +7.1% |
| 3Y | +26.3% | +92.1% | -65.7% | +15.6% |
| 5Y | +9.1% | -71.0% | +80.1% | +11.7% |
| All | +88.1% | +104.2% | -16.1% | +41.5% |
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