+286.0%
HPE vs DOCU
+80.0%
+206.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.7% | -8.2% | -5.0% |
| 7D | -0.6% | +6.9% | -7.5% | -1.6% |
| 30D | -2.3% | +19.0% | -21.3% | -5.1% |
| 3M | -2.9% | +34.3% | -37.2% | -7.8% |
| 6M | +143.6% | +48.0% | +95.6% | +126.8% |
| YTD | +118.5% | 0.0% | +118.5% | +115.4% |
| 1Y | +129.2% | -10.3% | +139.5% | +129.1% |
| 3Y | +212.5% | +32.4% | +180.1% | +194.9% |
| 5Y | +286.9% | -77.9% | +364.8% | +307.5% |
| All | +286.0% | +80.0% | +206.0% | +182.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling