+1,103.8%
HWM vs DOCU
+107.7%
+996.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.0% | -4.0% | -5.7% |
| 7D | -2.4% | -3.2% | +0.8% | -2.1% |
| 30D | -13.3% | +15.7% | -28.9% | -14.6% |
| 3M | -31.0% | +37.3% | -68.3% | -33.5% |
| 6M | -17.1% | +63.1% | -80.3% | -21.9% |
| YTD | -1.9% | +15.4% | -17.2% | -4.3% |
| 1Y | -2.4% | +11.3% | -13.7% | -4.5% |
| 3Y | +322.2% | +92.1% | +230.1% | +282.7% |
| 5Y | +509.8% | -70.5% | +580.3% | +507.1% |
| All | +1,103.8% | +107.7% | +996.1% | +652.1% |
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