+84.5%
HON vs DOCU
+107.7%
-23.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.0% | -3.6% | -5.4% |
| 7D | -2.9% | -3.2% | +0.4% | -2.6% |
| 30D | +1.4% | +15.7% | -14.3% | 0.0% |
| 3M | -12.8% | +37.3% | -50.0% | -15.4% |
| 6M | -0.7% | +63.1% | -63.9% | -5.6% |
| YTD | +6.9% | +15.4% | -8.5% | +4.6% |
| 1Y | +6.5% | +11.3% | -4.9% | +4.5% |
| 3Y | +22.9% | +92.1% | -69.2% | +12.5% |
| 5Y | +7.0% | -70.5% | +77.5% | +9.4% |
| All | +84.5% | +107.7% | -23.2% | +38.5% |
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 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