+5.4%
HON vs DOCU
-78.0%
+83.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | +0.6% |
| 7D | -3.6% | +6.9% | -10.5% | -4.2% |
| 30D | -15.3% | +19.0% | -34.3% | -16.7% |
| 3M | -7.9% | +34.3% | -42.2% | -10.8% |
| 6M | -18.1% | +48.0% | -66.1% | -21.6% |
| YTD | +3.8% | 0.0% | +3.8% | +3.2% |
| 1Y | +0.5% | -10.3% | +10.8% | +0.7% |
| 3Y | +19.8% | +32.4% | -12.6% | +13.0% |
| All | +5.4% | -78.0% | +83.4% | +6.3% |
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