+60.1%
DOCN vs HCA
+68.3%
-8.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.1% |
| 7D | +1.1% | -3.1% | +4.2% | +2.2% |
| 30D | -9.6% | -1.1% | -8.5% | -9.3% |
| 3M | -37.7% | +12.2% | -49.8% | -41.1% |
| 6M | +115.2% | -25.3% | +140.6% | +138.1% |
| YTD | +133.7% | -12.9% | +146.7% | +140.9% |
| 1Y | +250.2% | -0.9% | +251.1% | +237.1% |
| 3Y | +320.3% | +47.6% | +272.7% | +211.2% |
| All | +60.1% | +68.3% | -8.2% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling