+54.0%
DOCN vs HIG
+6.2%
+47.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +0.8% |
| 7D | -19.2% | +1.1% | -20.2% | -18.4% |
| 30D | -43.1% | +5.6% | -48.6% | -40.6% |
| 3M | -40.7% | -6.9% | -33.8% | -42.6% |
| 6M | -55.0% | +1.3% | -56.3% | -54.0% |
| YTD | +50.6% | -1.5% | +52.1% | +49.3% |
| 1Y | +54.0% | +6.6% | +47.3% | +61.2% |
| All | +54.0% | +6.2% | +47.7% | +61.2% |
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