+39.7%
HAL vs DOCN
-32.3%
+72.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.5% |
| 7D | -12.0% | -19.2% | +7.2% | -10.4% |
| 30D | +0.3% | -43.1% | +43.3% | +4.9% |
| 3M | -1.6% | -40.7% | +39.1% | +2.0% |
| 6M | -20.5% | -55.0% | +34.5% | -16.0% |
| YTD | +14.2% | +50.6% | -36.4% | +4.1% |
| 1Y | +18.9% | +54.0% | -35.1% | +8.0% |
| 3Y | -13.7% | +203.9% | -217.6% | -28.8% |
| All | +39.7% | -32.3% | +72.0% | +25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling