-13.5%
HAL vs DOCN
+182.8%
-196.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -15.9% | +12.6% | -1.8% |
| 7D | -11.1% | -29.3% | +18.2% | -8.4% |
| 30D | -2.4% | -46.0% | +43.6% | +2.7% |
| 3M | +0.8% | -43.2% | +44.0% | +5.0% |
| 6M | -22.8% | -53.7% | +30.9% | -18.4% |
| YTD | +14.5% | +46.9% | -32.4% | +0.6% |
| 1Y | +20.2% | +54.3% | -34.2% | +4.7% |
| All | -13.5% | +182.8% | -196.3% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling