+270.7%
HL vs DOCN
+171.0%
+99.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -2.9% |
| 7D | +1.5% | +1.1% | +0.3% | +1.2% |
| 30D | +25.1% | -9.6% | +34.7% | +26.6% |
| 3M | +22.9% | -37.7% | +60.6% | +30.9% |
| 6M | -4.9% | +115.2% | -120.1% | -19.2% |
| YTD | +7.8% | +133.7% | -125.9% | -10.2% |
| 1Y | +133.9% | +250.2% | -116.3% | +81.1% |
| 3Y | +380.9% | +320.3% | +60.6% | +248.1% |
| 5Y | +230.2% | +53.1% | +177.1% | +155.7% |
| All | +270.7% | +171.0% | +99.7% | +187.3% |
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