-10.3%
DHR vs DOCN
-34.6%
+24.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -15.9% | +12.2% | -2.0% |
| 7D | -4.5% | -29.3% | +24.8% | -1.2% |
| 30D | +5.0% | -46.0% | +51.0% | +11.2% |
| 3M | +13.6% | -43.2% | +56.8% | +19.0% |
| 6M | +30.1% | -53.7% | +83.8% | +37.6% |
| YTD | -0.5% | +46.9% | -47.5% | -13.0% |
| 1Y | +7.4% | +54.3% | -46.9% | -7.0% |
| 3Y | +16.4% | +185.5% | -169.1% | -13.1% |
| 5Y | -10.3% | -31.1% | +20.8% | -26.7% |
| All | -10.3% | -34.6% | +24.2% | -26.7% |
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