+299.7%
HL vs DOCN
+209.7%
+90.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +8.0% | -3.5% | +3.2% |
| 7D | +13.8% | -12.8% | +26.6% | +16.0% |
| 30D | -9.7% | -41.9% | +32.2% | -1.8% |
| 3M | -8.5% | -36.9% | +28.4% | -2.5% |
| 6M | -17.2% | -52.2% | +35.1% | -8.5% |
| YTD | -19.6% | +62.7% | -82.4% | -31.5% |
| 1Y | +11.1% | +58.2% | -47.1% | -4.9% |
| 3Y | +299.7% | +219.5% | +80.2% | +142.6% |
| All | +299.7% | +209.7% | +90.0% | +142.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling