+132.4%
HOOD vs DOCU
-74.3%
+206.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +4.1% |
| 7D | -4.8% | -5.5% | +0.7% | -2.0% |
| 30D | -26.1% | +12.6% | -38.8% | -30.9% |
| 3M | -10.8% | +36.4% | -47.2% | -25.4% |
| 6M | +2.4% | +66.8% | -64.4% | -25.1% |
| YTD | -28.5% | +13.5% | -41.9% | -36.6% |
| 1Y | -36.3% | +11.3% | -47.6% | -43.0% |
| 3Y | +743.7% | +92.1% | +651.6% | +421.9% |
| 5Y | +118.6% | -71.0% | +189.6% | +211.0% |
| All | +132.4% | -74.3% | +206.7% | +286.7% |
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