+66.6%
JHX vs DOCU
+15.8%
+50.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.3% | -2.2% |
| 7D | -3.7% | -0.4% | -3.3% | -3.7% |
| 30D | +14.8% | +12.9% | +1.9% | +14.6% |
| 3M | -8.5% | +35.1% | -43.6% | -8.8% |
| 6M | +39.2% | +76.2% | -37.0% | +39.9% |
| YTD | +37.0% | +17.2% | +19.8% | +39.8% |
| 1Y | +66.6% | +16.4% | +50.2% | +70.3% |
| All | +66.6% | +15.8% | +50.9% | +70.3% |
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