-23.2%
JHX vs DOCU
-78.0%
+54.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +1.9% |
| 7D | +1.5% | +6.9% | -5.4% | +0.4% |
| 30D | +7.2% | +19.0% | -11.8% | +3.8% |
| 3M | +29.9% | +34.3% | -4.4% | +22.8% |
| 6M | +35.4% | +48.0% | -12.6% | +24.7% |
| YTD | +46.5% | 0.0% | +46.4% | +44.5% |
| 1Y | +55.5% | -10.3% | +65.8% | +55.7% |
| 3Y | -0.4% | +32.4% | -32.8% | -10.6% |
| All | -23.2% | -78.0% | +54.7% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling