+11.3%
HPQ vs DOCU
-71.9%
+83.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.3% | -1.2% |
| 7D | -7.5% | -3.2% | -4.3% | -6.9% |
| 30D | -7.2% | +15.7% | -22.9% | -9.8% |
| 3M | +4.2% | +37.3% | -33.0% | -2.3% |
| 6M | +42.3% | +63.1% | -20.9% | +29.0% |
| YTD | +37.2% | +15.4% | +21.9% | +31.4% |
| 1Y | +16.1% | +11.3% | +4.8% | +11.8% |
| 3Y | +21.5% | +92.1% | -70.6% | +3.4% |
| 5Y | +11.3% | -70.5% | +81.8% | +3.4% |
| All | +11.3% | -71.9% | +83.1% | +3.4% |
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