+62.0%
HUM vs DOCU
+110.9%
-48.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.6% |
| 7D | +6.9% | -0.4% | +7.4% | +6.9% |
| 30D | +3.2% | +12.9% | -9.8% | +2.2% |
| 3M | +20.0% | +35.1% | -15.1% | +17.0% |
| 6M | +63.5% | +76.2% | -12.7% | +55.7% |
| YTD | +75.9% | +17.2% | +58.7% | +72.4% |
| 1Y | +85.7% | +16.4% | +69.3% | +82.0% |
| 3Y | -6.1% | +95.6% | -101.7% | -13.1% |
| 5Y | +5.1% | -68.5% | +73.6% | +10.2% |
| All | +62.0% | +110.9% | -48.9% | +27.3% |
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