+67.5%
HST vs DOCU
+33.7%
+33.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -14.5% |
| 3M | -6.4% | +34.3% | -40.7% | -10.5% |
| 6M | +15.0% | +48.0% | -33.0% | +7.8% |
| YTD | +30.5% | 0.0% | +30.5% | +29.6% |
| 1Y | +35.7% | -10.3% | +45.9% | +36.5% |
| All | +67.5% | +33.7% | +33.9% | +40.5% |
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 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