+60.1%
DOCN vs HIG
+124.5%
-64.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.3% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | -9.6% | -3.2% | -6.4% | -8.5% |
| 3M | -37.7% | +9.1% | -46.8% | -41.2% |
| 6M | +115.2% | -1.8% | +117.0% | +114.7% |
| YTD | +133.7% | +1.8% | +132.0% | +127.8% |
| 1Y | +250.2% | +4.6% | +245.6% | +233.6% |
| 3Y | +320.3% | +101.6% | +218.7% | +160.8% |
| All | +60.1% | +124.5% | -64.4% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling