+78.1%
HST vs DOCU
+91.1%
-13.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.0% | -3.7% | -5.4% |
| 7D | -4.2% | -3.2% | -1.0% | -3.8% |
| 30D | +9.6% | +15.7% | -6.1% | +7.5% |
| 3M | -1.1% | +37.3% | -38.4% | -5.4% |
| 6M | +21.1% | +63.1% | -42.0% | +12.6% |
| YTD | +47.1% | +15.4% | +31.7% | +43.3% |
| 1Y | +64.0% | +11.3% | +52.7% | +60.4% |
| All | +78.1% | +91.1% | -13.0% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling