+92.7%
HAL vs DOCN
+171.0%
-78.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.8% |
| 7D | +2.9% | +1.1% | +1.8% | +2.8% |
| 30D | +17.0% | -9.6% | +26.7% | +17.8% |
| 3M | -9.7% | -37.7% | +28.0% | -6.4% |
| 6M | +8.6% | +115.2% | -106.6% | -1.9% |
| YTD | +33.0% | +133.7% | -100.7% | +18.5% |
| 1Y | +68.3% | +250.2% | -181.8% | +43.0% |
| 3Y | +0.1% | +320.3% | -320.2% | -18.0% |
| 5Y | +102.6% | +53.1% | +49.5% | +69.6% |
| All | +92.7% | +171.0% | -78.3% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling