-27.3%
DHR vs DOCN
+54.1%
-81.4%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -1.9% |
| 7D | -3.9% | +1.1% | -5.0% | -4.0% |
| 30D | +4.0% | -9.6% | +13.6% | +4.8% |
| 3M | +11.5% | -37.7% | +49.2% | +16.1% |
| 6M | +1.9% | +115.2% | -113.4% | -12.1% |
| YTD | -8.9% | +133.7% | -142.6% | -22.9% |
| 1Y | +5.1% | +250.2% | -245.0% | -17.1% |
| 3Y | -10.3% | +320.3% | -330.6% | -34.1% |
| All | -27.3% | +54.1% | -81.4% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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