+80.3%
HPQ vs DOCU
+110.9%
-30.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.3% |
| 7D | -3.2% | -0.4% | -2.8% | -3.2% |
| 30D | -3.0% | +12.9% | -16.0% | -5.1% |
| 3M | +0.6% | +35.1% | -34.5% | -4.8% |
| 6M | +36.6% | +76.2% | -39.6% | +23.7% |
| YTD | +35.0% | +17.2% | +17.8% | +29.7% |
| 1Y | +23.1% | +16.4% | +6.7% | +18.3% |
| 3Y | +18.6% | +95.6% | -76.9% | +2.7% |
| 5Y | +10.3% | -68.5% | +78.9% | +12.5% |
| All | +80.3% | +110.9% | -30.7% | +25.9% |
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 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