+30.6%
HUM vs DOCU
-9.0%
+39.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.6% |
| 7D | +4.2% | +6.9% | -2.7% | +3.4% |
| 30D | +10.4% | +19.0% | -8.6% | +8.0% |
| 3M | +15.1% | +34.3% | -19.2% | +10.4% |
| 6M | +120.9% | +48.0% | +72.9% | +106.9% |
| YTD | +57.9% | 0.0% | +57.9% | +58.3% |
| 1Y | +30.6% | -10.3% | +40.8% | +31.0% |
| All | +30.6% | -9.0% | +39.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling