-4.1%
JHX vs DOCU
+96.5%
-100.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.3% | -2.5% |
| 7D | -3.7% | -0.4% | -3.3% | -3.6% |
| 30D | +14.8% | +12.9% | +1.9% | +13.0% |
| 3M | -8.5% | +35.1% | -43.6% | -12.3% |
| 6M | +39.2% | +76.2% | -37.0% | +28.4% |
| YTD | +37.0% | +17.2% | +19.8% | +34.0% |
| 1Y | +66.6% | +16.4% | +50.2% | +62.8% |
| All | -4.1% | +96.5% | -100.7% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling