+128.2%
HSY vs DOCU
+104.6%
+23.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | +1.3% | -4.8% | +6.1% | +1.3% |
| 30D | +6.6% | +9.4% | -2.8% | +6.6% |
| 3M | -4.1% | +29.0% | -33.1% | -4.1% |
| 6M | -5.2% | +62.3% | -67.6% | -5.2% |
| YTD | -2.5% | +13.7% | -16.2% | -2.5% |
| 1Y | +4.7% | +11.5% | -6.8% | +4.8% |
| 3Y | +0.6% | +94.2% | -93.6% | +0.3% |
| 5Y | +11.7% | -71.7% | +83.4% | +12.0% |
| All | +128.2% | +104.6% | +23.6% | +112.8% |
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