+71.5%
HAL vs DOCN
+102.5%
-30.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.2% | +4.0% | -2.5% |
| 7D | -7.7% | -20.0% | +12.3% | -6.1% |
| 30D | +0.7% | -38.8% | +39.4% | +4.5% |
| 3M | +2.5% | -34.8% | +37.3% | +5.3% |
| 6M | -20.7% | -22.8% | +2.1% | -21.0% |
| YTD | +18.4% | +74.6% | -56.2% | +7.4% |
| 1Y | +25.6% | +116.4% | -90.9% | +11.2% |
| 3Y | -12.3% | +239.3% | -251.6% | -27.1% |
| 5Y | +48.4% | -20.2% | +68.6% | +29.3% |
| All | +71.5% | +102.5% | -30.9% | +45.3% |
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