+256.7%
HPE vs DOCU
+104.4%
+152.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.7% | -3.4% | -6.4% | -9.3% |
| 30D | -34.8% | +9.3% | -44.0% | -35.7% |
| 3M | -12.1% | +30.2% | -42.3% | -16.0% |
| 6M | +53.7% | +62.1% | -8.4% | +41.3% |
| YTD | +101.9% | +13.5% | +88.4% | +94.7% |
| 1Y | +104.3% | +11.5% | +92.8% | +97.4% |
| 3Y | +223.1% | +89.5% | +133.5% | +190.3% |
| 5Y | +249.2% | -69.6% | +318.8% | +252.6% |
| All | +256.7% | +104.4% | +152.3% | +155.3% |
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