+70.5%
DOCN vs HRB
+218.5%
-148.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.2% | +6.7% | +3.1% |
| 7D | -19.2% | +2.7% | -21.8% | -19.5% |
| 30D | -43.1% | +22.1% | -65.1% | -45.1% |
| 3M | -40.7% | +15.7% | -56.4% | -42.8% |
| 6M | -55.0% | +83.3% | -138.3% | -62.2% |
| YTD | +50.6% | +25.0% | +25.6% | +43.0% |
| 1Y | +54.0% | +6.9% | +47.0% | +54.3% |
| 3Y | +203.9% | +39.0% | +164.9% | +164.8% |
| 5Y | -29.4% | +146.4% | -175.8% | -45.7% |
| All | +70.5% | +218.5% | -148.0% | +45.0% |
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