+104.3%
HPE vs DOCU
+10.7%
+93.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.7% | -3.4% | -6.4% | -9.8% |
| 30D | -34.8% | +9.3% | -44.0% | -34.6% |
| 3M | -12.1% | +30.2% | -42.3% | -12.8% |
| 6M | +53.7% | +62.1% | -8.4% | +48.4% |
| YTD | +101.9% | +13.5% | +88.4% | +99.4% |
| 1Y | +104.3% | +11.5% | +92.8% | +102.4% |
| All | +104.3% | +10.7% | +93.7% | +102.4% |
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 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