+8.7%
HPQ vs DOCU
-71.0%
+79.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.7% | -3.0% |
| 7D | -1.1% | -5.5% | +4.4% | 0.0% |
| 30D | -11.7% | +12.6% | -24.4% | -13.8% |
| 3M | +2.0% | +36.4% | -34.4% | -4.3% |
| 6M | +35.9% | +66.8% | -30.9% | +22.7% |
| YTD | +32.7% | +13.5% | +19.2% | +27.5% |
| 1Y | +14.3% | +11.3% | +3.0% | +10.1% |
| 3Y | +17.8% | +92.1% | -74.2% | +0.3% |
| All | +8.7% | -71.0% | +79.8% | +1.8% |
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