+75.6%
HAL vs DOCN
+108.0%
-32.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.2% | +7.3% | +3.5% |
| 7D | +6.1% | +19.1% | -13.0% | +4.5% |
| 30D | +2.9% | -21.0% | +23.9% | +4.6% |
| 3M | +3.3% | -34.7% | +38.1% | +6.1% |
| 6M | -16.9% | -45.8% | +28.9% | -13.8% |
| YTD | +21.2% | +79.4% | -58.2% | +9.5% |
| 1Y | +27.5% | +91.0% | -63.5% | +14.5% |
| 3Y | -6.4% | +237.5% | -243.9% | -22.3% |
| 5Y | +58.0% | -30.4% | +88.4% | +38.2% |
| All | +75.6% | +108.0% | -32.4% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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