+164.2%
HL vs DOCN
+74.7%
+89.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +1.6% |
| 7D | +8.9% | -19.2% | +28.1% | +12.2% |
| 30D | -10.1% | -43.1% | +33.0% | -2.2% |
| 3M | -7.0% | -40.7% | +33.7% | -0.3% |
| 6M | -18.8% | -55.0% | +36.2% | -9.8% |
| YTD | -23.1% | +50.6% | -73.8% | -32.0% |
| 1Y | +8.9% | +54.0% | -45.1% | -4.1% |
| 3Y | +255.0% | +203.9% | +51.1% | +169.4% |
| 5Y | +151.5% | -29.4% | +180.8% | +109.4% |
| All | +164.2% | +74.7% | +89.5% | +117.7% |
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