+91.2%
HIG vs DOC
+44.2%
+47.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.4% |
| 7D | +1.1% | +6.5% | -5.4% | -0.2% |
| 30D | +5.6% | +9.2% | -3.6% | +3.8% |
| 3M | -6.9% | -2.5% | -4.4% | -6.5% |
| 6M | +1.3% | +7.1% | -5.8% | -0.1% |
| YTD | -1.5% | +33.0% | -34.5% | -7.3% |
| 1Y | +6.6% | +23.3% | -16.7% | +2.1% |
| 3Y | +91.2% | +44.9% | +46.3% | +87.2% |
| All | +91.2% | +44.2% | +47.0% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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