+87.0%
HST vs DOCU
+111.8%
-24.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +3.3% | -3.7% | +7.0% | +3.8% |
| 30D | +16.4% | +15.0% | +1.4% | +14.3% |
| 3M | +5.5% | +39.9% | -34.4% | +0.8% |
| 6M | +31.1% | +66.2% | -35.0% | +22.1% |
| YTD | +55.9% | +17.7% | +38.2% | +50.9% |
| 1Y | +75.6% | +13.7% | +61.9% | +70.5% |
| 3Y | +87.8% | +95.9% | -8.2% | +66.6% |
| 5Y | +86.6% | -71.7% | +158.3% | +82.7% |
| All | +87.0% | +111.8% | -24.9% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling