+86.3%
HUT vs DOCU
-78.0%
+164.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +4.3% |
| 7D | +17.8% | +6.9% | +10.9% | +13.9% |
| 30D | +0.8% | +19.0% | -18.1% | -9.3% |
| 3M | -26.8% | +34.3% | -61.1% | -40.6% |
| 6M | +72.6% | +48.0% | +24.6% | +27.5% |
| YTD | +103.6% | 0.0% | +103.6% | +86.1% |
| 1Y | +265.3% | -10.3% | +275.5% | +254.9% |
| 3Y | +689.4% | +32.4% | +657.0% | +440.0% |
| All | +86.3% | -78.0% | +164.3% | +190.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling