+54.0%
DOCN vs HBM
+32.9%
+21.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.8% |
| 7D | -19.2% | -3.6% | -15.5% | -17.6% |
| 30D | -43.1% | -19.2% | -23.9% | -37.4% |
| 3M | -40.7% | -20.5% | -20.2% | -34.5% |
| 6M | -55.0% | -12.8% | -42.1% | -51.6% |
| YTD | +50.6% | +5.4% | +45.2% | +43.7% |
| 1Y | +54.0% | +33.0% | +21.0% | +28.6% |
| All | +54.0% | +32.9% | +21.1% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling