+149.4%
HL vs DOCS
-51.8%
+201.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.0% | +4.0% | +2.3% |
| 7D | +8.9% | -0.8% | +9.7% | +9.1% |
| 30D | -10.1% | +17.4% | -27.5% | -12.0% |
| 3M | -7.0% | +57.4% | -64.4% | -13.4% |
| 6M | -18.8% | +26.5% | -45.3% | -22.5% |
| YTD | -23.1% | -26.6% | +3.4% | -21.1% |
| 1Y | +8.9% | -48.1% | +56.9% | +17.1% |
| 3Y | +255.0% | +52.6% | +202.4% | +204.6% |
| All | +149.4% | -51.8% | +201.2% | +133.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling