+250.6%
HPE vs DOCU
-71.8%
+322.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.2% |
| 7D | -7.1% | -4.8% | -2.4% | -6.4% |
| 30D | -35.3% | +9.4% | -44.7% | -36.3% |
| 3M | -10.4% | +29.0% | -39.5% | -14.9% |
| 6M | +52.5% | +62.3% | -9.8% | +38.1% |
| YTD | +100.3% | +13.7% | +86.6% | +92.0% |
| 1Y | +106.4% | +11.5% | +94.8% | +98.4% |
| 3Y | +227.4% | +94.2% | +133.2% | +190.1% |
| 5Y | +250.6% | -71.7% | +322.3% | +213.9% |
| All | +250.6% | -71.8% | +322.3% | +213.9% |
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