+164.6%
DOCN vs HIG
+127.2%
+37.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.6% |
| 3M | -37.7% | +9.1% | -46.8% | -40.8% |
| 6M | +115.2% | -1.8% | +117.0% | +114.8% |
| YTD | +133.7% | +1.8% | +132.0% | +128.5% |
| 1Y | +250.2% | +4.6% | +245.6% | +235.6% |
| 3Y | +320.3% | +101.6% | +218.7% | +181.8% |
| 5Y | +53.1% | +124.5% | -71.4% | -4.5% |
| All | +164.6% | +127.2% | +37.5% | +69.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling