+112.8%
HL vs DOCN
-29.3%
+142.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -1.2% |
| 7D | -11.1% | +19.1% | -30.2% | -13.9% |
| 30D | -12.1% | -21.0% | +8.9% | -9.0% |
| 3M | -26.1% | -34.7% | +8.6% | -21.6% |
| 6M | -37.7% | -45.8% | +8.0% | -32.5% |
| YTD | -31.7% | +79.4% | -111.1% | -42.5% |
| 1Y | -11.6% | +91.0% | -102.7% | -26.6% |
| 3Y | +249.6% | +237.5% | +12.2% | +149.4% |
| All | +112.8% | -29.3% | +142.2% | +79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling