+56.5%
HST vs DOCU
+80.0%
-23.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.2% |
| 7D | -1.0% | +6.9% | -7.9% | -1.9% |
| 30D | -12.3% | +19.0% | -31.3% | -14.3% |
| 3M | -6.4% | +34.3% | -40.7% | -10.1% |
| 6M | +15.0% | +48.0% | -33.0% | +8.5% |
| YTD | +30.5% | 0.0% | +30.5% | +29.1% |
| 1Y | +35.7% | -10.3% | +45.9% | +35.6% |
| 3Y | +68.4% | +32.4% | +36.0% | +56.9% |
| 5Y | +73.1% | -77.9% | +151.1% | +73.8% |
| All | +56.5% | +80.0% | -23.5% | +18.8% |
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 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