+28.8%
DOCS vs HDB
-1.1%
+29.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.8% | -4.4% |
| 7D | -1.3% | +13.3% | -14.6% | -1.9% |
| 30D | +19.4% | +10.2% | +9.2% | +18.7% |
| 3M | +53.4% | +3.6% | +49.8% | +51.2% |
| 6M | +28.8% | -0.5% | +29.3% | +28.2% |
| All | +28.8% | -1.1% | +29.8% | +28.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling