+233.2%
HPE vs DOCU
+104.2%
+128.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +1.6% |
| 7D | -18.7% | -5.5% | -13.2% | -18.1% |
| 30D | -37.9% | +12.6% | -50.5% | -39.0% |
| 3M | -14.4% | +36.4% | -50.8% | -18.8% |
| 6M | +48.2% | +66.8% | -18.6% | +35.6% |
| YTD | +88.6% | +13.5% | +75.1% | +81.8% |
| 1Y | +94.8% | +11.3% | +83.5% | +88.2% |
| 3Y | +202.7% | +92.1% | +110.6% | +171.6% |
| 5Y | +231.6% | -71.0% | +302.6% | +236.4% |
| All | +233.2% | +104.2% | +128.9% | +138.4% |
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