+164.6%
DOCN vs HCA
+129.1%
+35.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.1% |
| 7D | +1.1% | -3.1% | +4.2% | +2.1% |
| 30D | -9.6% | -1.1% | -8.5% | -9.4% |
| 3M | -37.7% | +12.2% | -49.8% | -40.7% |
| 6M | +115.2% | -25.3% | +140.6% | +135.7% |
| YTD | +133.7% | -12.9% | +146.7% | +140.3% |
| 1Y | +250.2% | -0.9% | +251.1% | +238.9% |
| 3Y | +320.3% | +47.6% | +272.7% | +224.7% |
| 5Y | +53.1% | +67.0% | -13.9% | +5.3% |
| All | +164.6% | +129.1% | +35.6% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling