-13.5%
HAL vs DOCS
+50.6%
-64.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.3% | +1.0% | -3.2% |
| 7D | -11.1% | -1.3% | -9.7% | -11.1% |
| 30D | -2.4% | +19.4% | -21.8% | -2.9% |
| 3M | +0.8% | +53.4% | -52.6% | -0.7% |
| 6M | -22.8% | +28.8% | -51.6% | -23.4% |
| YTD | +14.5% | -25.1% | +39.6% | +16.9% |
| 1Y | +20.2% | -48.1% | +68.3% | +25.7% |
| All | -13.5% | +50.6% | -64.1% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling