+1,133.2%
HWM vs DOCU
+104.2%
+1,028.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.6% |
| 7D | +3.3% | -5.5% | +8.9% | +3.9% |
| 30D | -7.6% | +12.6% | -20.2% | -8.8% |
| 3M | -28.9% | +36.4% | -65.3% | -31.4% |
| 6M | -19.7% | +66.8% | -86.5% | -24.5% |
| YTD | +0.5% | +13.5% | -12.9% | -1.8% |
| 1Y | +0.3% | +11.3% | -11.0% | -1.9% |
| 3Y | +325.8% | +92.1% | +233.8% | +286.0% |
| 5Y | +524.7% | -71.0% | +595.7% | +522.9% |
| All | +1,133.2% | +104.2% | +1,028.9% | +671.6% |
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 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