+105.1%
DOCN vs HRB
+208.2%
-103.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | +3.7% | -8.1% | +11.8% | +4.9% |
| 30D | -33.7% | +15.0% | -48.7% | -35.5% |
| 3M | -27.9% | +10.2% | -38.1% | -29.9% |
| 6M | -46.4% | +44.2% | -90.7% | -51.7% |
| YTD | +81.1% | +21.0% | +60.2% | +72.6% |
| 1Y | +74.3% | +12.0% | +62.3% | +70.6% |
| 3Y | +245.8% | +24.9% | +220.9% | +212.1% |
| 5Y | -23.7% | +144.6% | -168.4% | -40.7% |
| All | +105.1% | +208.2% | -103.1% | +75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling