+125.1%
HOOD vs DOCU
-73.9%
+199.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.0% | -8.4% | -9.3% |
| 7D | -14.4% | -3.2% | -11.2% | -13.0% |
| 30D | -30.0% | +15.7% | -45.7% | -35.4% |
| 3M | -15.5% | +37.3% | -52.8% | -29.5% |
| 6M | +1.8% | +63.1% | -61.4% | -24.6% |
| YTD | -30.7% | +15.4% | -46.1% | -39.1% |
| 1Y | -45.0% | +11.3% | -56.3% | -50.6% |
| 3Y | +709.0% | +92.1% | +616.9% | +401.0% |
| 5Y | +111.8% | -70.5% | +182.3% | +198.9% |
| All | +125.1% | -73.9% | +199.0% | +271.7% |
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