+60.1%
DOCN vs HAS
+13.4%
+46.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.1% |
| 7D | +1.1% | -1.8% | +2.9% | +2.3% |
| 30D | -9.6% | +2.3% | -11.9% | -11.4% |
| 3M | -37.7% | +10.4% | -48.1% | -42.5% |
| 6M | +115.2% | -3.2% | +118.4% | +112.9% |
| YTD | +133.7% | +15.4% | +118.3% | +102.6% |
| 1Y | +250.2% | +18.8% | +231.4% | +196.6% |
| 3Y | +320.3% | +43.9% | +276.4% | +202.3% |
| All | +60.1% | +13.4% | +46.7% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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