+94.6%
HON vs DOCU
+110.9%
-16.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -0.5% |
| 7D | -0.4% | -0.4% | +0.1% | -0.3% |
| 30D | +8.6% | +12.9% | -4.3% | +7.4% |
| 3M | -0.8% | +35.1% | -35.8% | -3.7% |
| 6M | -0.1% | +76.2% | -76.3% | -5.6% |
| YTD | +12.8% | +17.2% | -4.4% | +10.2% |
| 1Y | +10.4% | +16.4% | -6.0% | +7.9% |
| 3Y | +30.5% | +95.6% | -65.1% | +19.2% |
| 5Y | +15.0% | -68.5% | +83.5% | +16.9% |
| All | +94.6% | +110.9% | -16.3% | +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 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