+116.4%
DOCN vs HRB
+16.9%
+99.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.4% | -11.5% | -5.9% |
| 7D | -20.0% | +16.0% | -36.1% | -16.4% |
| 30D | -38.8% | +32.1% | -70.8% | -33.8% |
| 3M | -34.8% | +21.5% | -56.3% | -30.7% |
| 6M | -22.8% | +82.1% | -104.9% | -12.0% |
| YTD | +74.6% | +31.6% | +43.0% | +102.9% |
| 1Y | +116.4% | +15.9% | +100.5% | +162.3% |
| All | +116.4% | +16.9% | +99.5% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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