+71.0%
JHX vs DOCU
+112.5%
-41.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | -0.2% | +4.1% | -4.2% | -0.8% |
| 30D | +13.1% | +7.4% | +5.7% | +11.7% |
| 3M | -10.0% | +26.0% | -36.0% | -13.7% |
| 6M | +38.9% | +79.2% | -40.3% | +25.0% |
| YTD | +34.0% | +18.1% | +15.9% | +28.2% |
| 1Y | +66.0% | +20.5% | +45.5% | +58.0% |
| 3Y | -6.2% | +96.4% | -102.6% | -20.5% |
| 5Y | -31.6% | -69.5% | +37.9% | -29.6% |
| All | +71.0% | +112.5% | -41.5% | +29.7% |
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