+116.4%
HPE vs DOCU
+11.6%
+104.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.2% | -5.8% | -5.7% |
| 7D | -17.0% | -3.7% | -13.3% | -17.0% |
| 30D | -26.7% | +15.0% | -41.7% | -26.6% |
| 3M | -4.1% | +39.9% | -44.1% | -5.2% |
| 6M | +75.4% | +66.2% | +9.3% | +69.5% |
| YTD | +111.0% | +17.7% | +93.3% | +108.9% |
| 1Y | +116.4% | +13.7% | +102.8% | +115.2% |
| All | +116.4% | +11.6% | +104.8% | +115.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling