+215.6%
DOCN vs HCA
+125.7%
+89.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -12.1% | +9.0% | -21.1% | -11.7% |
| 30D | -41.0% | +11.8% | -52.8% | -40.7% |
| 3M | -38.7% | +22.1% | -60.8% | -38.4% |
| 6M | -51.5% | +16.4% | -67.9% | -50.6% |
| YTD | +65.3% | +8.6% | +56.6% | +68.6% |
| 1Y | +53.9% | +10.6% | +43.3% | +56.3% |
| 3Y | +215.6% | +121.7% | +93.9% | +129.2% |
| All | +215.6% | +125.7% | +89.8% | +129.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling