+76.3%
HST vs DOCU
+104.2%
-27.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.2% |
| 7D | -2.7% | -5.5% | +2.9% | -2.0% |
| 30D | +10.7% | +12.6% | -1.9% | +9.0% |
| 3M | +6.3% | +36.4% | -30.1% | +1.9% |
| 6M | +19.0% | +66.8% | -47.8% | +10.7% |
| YTD | +47.0% | +13.5% | +33.6% | +42.9% |
| 1Y | +53.4% | +11.3% | +42.1% | +49.4% |
| 3Y | +78.0% | +92.1% | -14.1% | +58.4% |
| 5Y | +71.7% | -71.0% | +142.7% | +68.5% |
| All | +76.3% | +104.2% | -27.9% | +31.5% |
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 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