+134.3%
HSY vs DOCU
+104.2%
+30.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +0.4% |
| 7D | +7.5% | -5.5% | +13.1% | +7.5% |
| 30D | +11.1% | +12.6% | -1.6% | +11.1% |
| 3M | -1.9% | +36.4% | -38.3% | -1.9% |
| 6M | -3.0% | +66.8% | -69.8% | -2.9% |
| YTD | 0.0% | +13.5% | -13.4% | +0.1% |
| 1Y | +9.4% | +11.3% | -1.9% | +9.5% |
| 3Y | +3.8% | +92.1% | -88.3% | +3.5% |
| 5Y | +15.2% | -71.0% | +86.2% | +15.4% |
| All | +134.3% | +104.2% | +30.0% | +118.5% |
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