-36.7%
HUT vs DOCU
-71.9%
+35.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.0% | -4.1% | -5.1% |
| 7D | -30.8% | -3.2% | -27.6% | -29.8% |
| 30D | -50.2% | +15.7% | -65.9% | -54.2% |
| 3M | -50.5% | +37.3% | -87.7% | -59.5% |
| 6M | -42.9% | +63.1% | -106.1% | -59.9% |
| YTD | 0.0% | +15.4% | -15.4% | -16.9% |
| 1Y | -2.2% | +11.3% | -13.5% | -16.7% |
| 3Y | +289.4% | +92.1% | +197.3% | +106.4% |
| 5Y | -36.7% | -70.5% | +33.8% | -23.2% |
| All | -36.7% | -71.9% | +35.2% | -23.2% |
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 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