+60.1%
DOCN vs HBM
+349.4%
-289.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.2% |
| 7D | +1.1% | -6.4% | +7.5% | +3.6% |
| 30D | -9.6% | +5.9% | -15.5% | -11.8% |
| 3M | -37.7% | -8.9% | -28.8% | -36.2% |
| 6M | +115.2% | +10.7% | +104.5% | +100.9% |
| YTD | +133.7% | +38.3% | +95.5% | +96.3% |
| 1Y | +250.2% | +121.3% | +128.8% | +143.4% |
| 3Y | +320.3% | +450.6% | -130.3% | +92.7% |
| All | +60.1% | +349.4% | -289.3% | -20.8% |
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