+25.0%
HL vs DOCN
+110.0%
-85.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -7.2% | +20.3% | +14.0% |
| 7D | +0.2% | -20.0% | +20.2% | +3.0% |
| 30D | -12.1% | -38.8% | +26.7% | -7.1% |
| 3M | -2.8% | -34.8% | +32.0% | +1.8% |
| 6M | -14.9% | -22.8% | +7.9% | -10.7% |
| YTD | -22.0% | +74.6% | -96.7% | -29.3% |
| 1Y | +25.0% | +116.4% | -91.4% | +6.4% |
| All | +25.0% | +110.0% | -85.0% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling