+164.6%
DOCN vs HRB
+196.6%
-31.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.0% | +6.8% | +3.6% |
| 7D | +1.1% | -5.7% | +6.8% | +2.3% |
| 30D | -9.6% | +7.9% | -17.5% | -11.3% |
| 3M | -37.7% | +32.1% | -69.8% | -42.3% |
| 6M | +115.2% | +62.2% | +53.0% | +85.8% |
| YTD | +133.7% | +16.4% | +117.3% | +125.6% |
| 1Y | +250.2% | -0.3% | +250.4% | +255.6% |
| 3Y | +320.3% | +36.0% | +284.3% | +265.7% |
| 5Y | +53.1% | +125.2% | -72.1% | +17.3% |
| All | +164.6% | +196.6% | -31.9% | +128.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling