+440.4%
HUT vs DOCU
+80.0%
+360.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +4.6% |
| 7D | +17.8% | +6.9% | +10.9% | +14.6% |
| 30D | +0.8% | +19.0% | -18.1% | -7.5% |
| 3M | -26.8% | +34.3% | -61.1% | -38.1% |
| 6M | +72.6% | +48.0% | +24.6% | +35.5% |
| YTD | +103.6% | 0.0% | +103.6% | +89.1% |
| 1Y | +265.3% | -10.3% | +275.5% | +256.4% |
| 3Y | +689.4% | +32.4% | +657.0% | +506.5% |
| 5Y | +75.3% | -77.9% | +153.3% | +137.3% |
| All | +440.4% | +80.0% | +360.4% | +542.2% |
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