+91.0%
DOCN vs HIG
+5.3%
+85.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -3.8% |
| 7D | +19.1% | +2.6% | +16.5% | +21.4% |
| 30D | -21.0% | +4.2% | -25.2% | -18.1% |
| 3M | -34.7% | +0.2% | -34.9% | -34.0% |
| 6M | -45.8% | +4.6% | -50.4% | -43.4% |
| YTD | +79.4% | +1.1% | +78.3% | +80.9% |
| 1Y | +91.0% | +4.7% | +86.3% | +99.0% |
| All | +91.0% | +5.3% | +85.7% | +99.0% |
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