+133.4%
HSY vs DOCU
+107.7%
+25.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.6% | +1.7% |
| 7D | +10.7% | -3.2% | +13.9% | +10.7% |
| 30D | +10.3% | +15.7% | -5.3% | +10.4% |
| 3M | -0.4% | +37.3% | -37.7% | -0.4% |
| 6M | -2.5% | +63.1% | -65.7% | -2.5% |
| YTD | -0.3% | +15.4% | -15.7% | -0.3% |
| 1Y | +7.6% | +11.3% | -3.7% | +7.7% |
| 3Y | +3.2% | +92.1% | -88.9% | +2.9% |
| 5Y | +14.7% | -70.5% | +85.2% | +15.0% |
| All | +133.4% | +107.7% | +25.7% | +117.7% |
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