+250.7%
HOOD vs DOCU
-77.4%
+328.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -4.0% |
| 7D | +17.1% | +6.9% | +10.2% | +13.1% |
| 30D | +31.6% | +19.0% | +12.6% | +19.5% |
| 3M | +38.2% | +34.3% | +3.9% | +15.7% |
| 6M | +48.5% | +48.0% | +0.5% | +15.8% |
| YTD | +8.0% | 0.0% | +8.0% | +3.3% |
| 1Y | +18.7% | -10.3% | +28.9% | +19.2% |
| 3Y | +999.1% | +32.4% | +966.7% | +739.6% |
| 5Y | +181.7% | -77.9% | +259.6% | +421.6% |
| All | +250.7% | -77.4% | +328.1% | +530.0% |
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