+47.8%
HAL vs DOCS
-21.0%
+68.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | -0.2% |
| 7D | -12.0% | -0.8% | -11.2% | -12.0% |
| 30D | +0.3% | +17.4% | -17.1% | -0.4% |
| 3M | -1.6% | +57.4% | -59.0% | -3.9% |
| 6M | -20.5% | +26.5% | -47.0% | -21.7% |
| YTD | +14.2% | -26.6% | +40.8% | +15.7% |
| 1Y | +18.9% | -48.1% | +66.9% | +22.7% |
| 3Y | -13.7% | +52.6% | -66.4% | -17.1% |
| 5Y | +42.2% | -52.1% | +94.3% | +39.7% |
| All | +47.8% | -21.0% | +68.9% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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