+55.5%
JHX vs DOCU
-9.0%
+64.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +2.5% |
| 7D | +1.5% | +6.9% | -5.4% | +1.5% |
| 30D | +7.2% | +19.0% | -11.8% | +7.0% |
| 3M | +29.9% | +34.3% | -4.4% | +29.4% |
| 6M | +35.4% | +48.0% | -12.6% | +36.2% |
| YTD | +46.5% | 0.0% | +46.4% | +47.5% |
| 1Y | +55.5% | -10.3% | +65.8% | +55.2% |
| All | +55.5% | -9.0% | +64.6% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling