+79.2%
HON vs DOCU
+80.0%
-0.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.7% |
| 6M | -18.1% | +48.0% | -66.1% | -21.4% |
| YTD | +3.8% | 0.0% | +3.8% | +3.0% |
| 1Y | +0.5% | -10.3% | +10.8% | +0.5% |
| 3Y | +19.8% | +32.4% | -12.6% | +13.5% |
| 5Y | +2.9% | -77.9% | +80.8% | +7.9% |
| All | +79.2% | +80.0% | -0.8% | +36.5% |
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