+92.6%
HUM vs DOCU
+18.5%
+74.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.7% | +1.4% |
| 7D | +3.7% | +4.1% | -0.3% | +3.5% |
| 30D | +5.5% | +7.4% | -1.8% | +5.1% |
| 3M | +17.1% | +26.0% | -8.9% | +15.5% |
| 6M | +48.3% | +79.2% | -30.9% | +40.0% |
| YTD | +77.4% | +18.1% | +59.3% | +72.9% |
| 1Y | +92.6% | +20.5% | +72.0% | +86.4% |
| All | +92.6% | +18.5% | +74.1% | +86.4% |
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