-35.6%
DOCN vs HBM
+205.9%
-241.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.9% |
| 7D | -19.2% | -3.6% | -15.5% | -17.7% |
| 30D | -43.1% | -19.2% | -23.9% | -37.4% |
| 3M | -40.7% | -20.5% | -20.2% | -34.6% |
| 6M | -55.0% | -12.8% | -42.1% | -52.5% |
| YTD | +50.6% | +5.4% | +45.2% | +42.1% |
| 1Y | +54.0% | +33.0% | +21.0% | +32.2% |
| 3Y | +203.9% | +357.3% | -153.4% | +52.2% |
| All | -35.6% | +205.9% | -241.5% | -61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling