+298.8%
HPE vs DOCU
-78.0%
+376.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.7% | -8.2% | -5.1% |
| 7D | -0.6% | +6.9% | -7.5% | -1.8% |
| 30D | -2.3% | +19.0% | -21.3% | -5.5% |
| 3M | -2.9% | +34.3% | -37.2% | -8.6% |
| 6M | +143.6% | +48.0% | +95.6% | +124.1% |
| YTD | +118.5% | 0.0% | +118.5% | +115.1% |
| 1Y | +129.2% | -10.3% | +139.5% | +129.2% |
| 3Y | +212.5% | +32.4% | +180.1% | +193.6% |
| All | +298.8% | -78.0% | +376.7% | +265.6% |
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