+116.4%
DOCN vs HUM
+51.1%
+65.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.1% | -7.1% | -7.1% |
| 7D | -20.0% | +1.6% | -21.6% | -20.3% |
| 30D | -38.8% | +3.5% | -42.3% | -39.2% |
| 3M | -34.8% | +15.5% | -50.3% | -36.3% |
| 6M | -22.8% | +76.2% | -99.0% | -26.5% |
| YTD | +74.6% | +64.5% | +10.1% | +62.5% |
| 1Y | +116.4% | +50.0% | +66.4% | +94.4% |
| All | +116.4% | +51.1% | +65.4% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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