+159.0%
HL vs DOCN
+70.4%
+88.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -15.9% | +12.5% | -0.9% |
| 7D | 0.0% | -29.3% | +29.3% | +5.3% |
| 30D | -15.5% | -46.0% | +30.5% | -7.4% |
| 3M | -12.6% | -43.2% | +30.6% | -5.6% |
| 6M | -15.2% | -53.7% | +38.5% | -6.2% |
| YTD | -24.7% | +46.9% | -71.6% | -33.1% |
| 1Y | +19.4% | +54.3% | -34.9% | +5.1% |
| 3Y | +236.8% | +185.5% | +51.3% | +158.1% |
| 5Y | +146.5% | -31.1% | +177.6% | +106.1% |
| All | +159.0% | +70.4% | +88.6% | +114.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling