-48.1%
DOCS vs HDB
-31.7%
-16.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.8% | -4.4% |
| 7D | -1.3% | +13.3% | -14.6% | -1.7% |
| 30D | +19.4% | +10.2% | +9.2% | +19.0% |
| 3M | +53.4% | +3.6% | +49.8% | +52.1% |
| 6M | +28.8% | -0.5% | +29.3% | +29.3% |
| YTD | -25.1% | -32.4% | +7.3% | -33.2% |
| 1Y | -48.1% | -31.1% | -17.1% | -53.7% |
| All | -48.1% | -31.7% | -16.5% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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