-11.6%
DHR vs DOCN
-32.3%
+20.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.5% |
| 7D | -0.9% | -19.2% | +18.3% | +1.2% |
| 30D | +5.4% | -43.1% | +48.4% | +11.0% |
| 3M | +15.3% | -40.7% | +56.0% | +20.2% |
| 6M | +32.1% | -55.0% | +87.1% | +40.3% |
| YTD | +1.2% | +50.6% | -49.4% | -11.7% |
| 1Y | +10.1% | +54.0% | -43.8% | -4.4% |
| 3Y | +19.9% | +203.9% | -184.0% | -11.1% |
| All | -11.6% | -32.3% | +20.7% | -28.0% |
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