+70.5%
DOCN vs HDB
-31.5%
+102.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +1.8% |
| 7D | -19.2% | +13.3% | -32.5% | -23.3% |
| 30D | -43.1% | +13.6% | -56.6% | -46.2% |
| 3M | -40.7% | +5.8% | -46.5% | -42.7% |
| 6M | -55.0% | -1.9% | -53.1% | -55.4% |
| YTD | +50.6% | -31.2% | +81.8% | +77.0% |
| 1Y | +54.0% | -29.6% | +83.5% | +78.2% |
| 3Y | +203.9% | -10.1% | +214.0% | +188.6% |
| 5Y | -29.4% | -24.3% | -5.0% | -30.3% |
| All | +70.5% | -31.5% | +102.0% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling