-4.3%
HL vs DOCS
-38.0%
+33.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.5% |
| 7D | -5.6% | -4.2% | -1.4% | -5.0% |
| 30D | -16.2% | +8.6% | -24.8% | -16.8% |
| 3M | -20.5% | +27.2% | -47.7% | -22.3% |
| 6M | -31.7% | +26.5% | -58.2% | -34.1% |
| YTD | -26.4% | -25.0% | -1.4% | -19.8% |
| 1Y | -4.3% | -37.0% | +32.7% | +7.5% |
| All | -4.3% | -38.0% | +33.7% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling