+1,453.5%
HWM vs DOCU
+80.0%
+1,373.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -0.8% |
| 7D | -2.1% | +6.9% | -9.0% | -2.8% |
| 30D | -11.0% | +19.0% | -30.0% | -12.7% |
| 3M | +4.0% | +34.3% | -30.3% | +0.4% |
| 6M | -0.2% | +48.0% | -48.2% | -5.2% |
| YTD | +26.7% | 0.0% | +26.6% | +25.5% |
| 1Y | +44.7% | -10.3% | +55.0% | +44.8% |
| 3Y | +426.1% | +32.4% | +393.7% | +396.2% |
| 5Y | +738.5% | -77.9% | +816.4% | +755.0% |
| All | +1,453.5% | +80.0% | +1,373.5% | +886.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling