+78.7%
JHX vs DOCU
+104.4%
-25.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +6.6% | -3.4% | +9.9% | +7.2% |
| 30D | +15.6% | +9.3% | +6.4% | +13.9% |
| 3M | -4.5% | +30.2% | -34.7% | -9.0% |
| 6M | +38.5% | +62.1% | -23.7% | +26.7% |
| YTD | +40.0% | +13.5% | +26.5% | +34.8% |
| 1Y | +67.0% | +11.5% | +55.5% | +61.1% |
| 3Y | -0.6% | +89.5% | -90.1% | -15.2% |
| 5Y | -26.1% | -69.6% | +43.5% | -23.8% |
| All | +78.7% | +104.4% | -25.7% | +36.4% |
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