+250.2%
DOCN vs HCA
-0.5%
+250.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +2.6% |
| 7D | +1.1% | -3.1% | +4.2% | +0.3% |
| 30D | -9.6% | -1.1% | -8.5% | -9.9% |
| 3M | -37.7% | +12.2% | -49.8% | -35.9% |
| 6M | +115.2% | -25.3% | +140.6% | +116.5% |
| YTD | +133.7% | -12.9% | +146.7% | +137.1% |
| 1Y | +250.2% | -0.9% | +251.1% | +255.0% |
| All | +250.2% | -0.5% | +250.7% | +255.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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