+116.4%
DOCN vs HIG
+12.7%
+103.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.4% | -9.5% | -5.3% |
| 7D | -20.0% | +6.2% | -26.2% | -16.1% |
| 30D | -38.8% | +9.4% | -48.2% | -34.5% |
| 3M | -34.8% | -2.3% | -32.5% | -34.8% |
| 6M | -22.8% | +4.2% | -26.9% | -19.2% |
| YTD | +74.6% | +1.6% | +73.0% | +77.6% |
| 1Y | +116.4% | +9.9% | +106.6% | +130.6% |
| All | +116.4% | +12.7% | +103.7% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling