+135.8%
HOOD vs DOCU
-71.6%
+207.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -4.4% | -3.7% | -0.7% | -2.7% |
| 30D | -23.4% | +15.0% | -38.3% | -29.1% |
| 3M | -6.5% | +39.9% | -46.4% | -22.6% |
| 6M | +14.2% | +66.2% | -52.0% | -15.9% |
| YTD | -22.7% | +17.7% | -40.4% | -32.7% |
| 1Y | -36.1% | +13.7% | -49.8% | -43.2% |
| 3Y | +802.1% | +95.9% | +706.2% | +457.8% |
| 5Y | +135.8% | -71.7% | +207.5% | +185.2% |
| All | +135.8% | -71.6% | +207.4% | +185.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling