+60.1%
DOCN vs HDB
-35.4%
+95.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | -9.6% | -2.8% | -6.8% | -8.7% |
| 3M | -37.7% | -3.5% | -34.2% | -37.7% |
| 6M | +115.2% | -24.7% | +139.9% | +144.5% |
| YTD | +133.7% | -36.6% | +170.3% | +194.2% |
| 1Y | +250.2% | -34.4% | +284.5% | +328.3% |
| 3Y | +320.3% | -24.4% | +344.7% | +342.3% |
| All | +60.1% | -35.4% | +95.5% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling