+48.0%
JHX vs DOCU
-19.0%
+67.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.1% | -1.7% |
| 7D | +4.5% | +0.7% | +3.8% | +4.5% |
| 30D | -1.2% | +8.0% | -9.2% | -1.2% |
| 3M | +32.8% | +41.0% | -8.2% | +33.5% |
| 6M | +41.2% | +33.7% | +7.5% | +42.4% |
| YTD | +43.9% | -4.9% | +48.8% | +44.3% |
| 1Y | +48.0% | -20.4% | +68.4% | +44.9% |
| All | +48.0% | -19.0% | +67.0% | +44.9% |
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