+149.4%
HL vs DOCN
-32.3%
+181.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +1.6% |
| 7D | +8.9% | -19.2% | +28.1% | +12.6% |
| 30D | -10.1% | -43.1% | +33.0% | -1.5% |
| 3M | -7.0% | -40.7% | +33.7% | +0.3% |
| 6M | -18.8% | -55.0% | +36.2% | -8.9% |
| YTD | -23.1% | +50.6% | -73.8% | -33.2% |
| 1Y | +8.9% | +54.0% | -45.1% | -5.9% |
| 3Y | +255.0% | +203.9% | +51.1% | +157.7% |
| All | +149.4% | -32.3% | +181.6% | +115.8% |
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