-91.6%
HTZ vs DOCU
-71.1%
-20.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.0% | +9.1% |
| 7D | +18.9% | -3.7% | +22.7% | +19.9% |
| 30D | +26.3% | +15.0% | +11.3% | +22.2% |
| 3M | +49.7% | +39.9% | +9.8% | +37.5% |
| 6M | -61.1% | +66.2% | -127.3% | -66.4% |
| YTD | -56.0% | +17.7% | -73.7% | -58.8% |
| 1Y | -66.4% | +13.7% | -80.1% | -68.3% |
| 3Y | -75.8% | +95.9% | -171.7% | -81.5% |
| 5Y | -93.1% | -71.7% | -21.4% | -92.8% |
| All | -91.6% | -71.1% | -20.5% | -91.3% |
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