+166.0%
HL vs DOCS
-36.0%
+202.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -2.2% |
| 7D | +1.5% | -1.4% | +2.9% | +1.7% |
| 30D | +25.1% | +21.8% | +3.2% | +21.2% |
| 3M | +22.9% | +27.3% | -4.4% | +18.3% |
| 6M | -4.9% | -0.3% | -4.6% | -6.2% |
| YTD | +7.8% | -40.5% | +48.3% | +13.2% |
| 1Y | +133.9% | -61.5% | +195.4% | +158.6% |
| 3Y | +380.9% | +8.2% | +372.7% | +343.6% |
| 5Y | +230.2% | -73.4% | +303.6% | +226.0% |
| All | +166.0% | -36.0% | +202.0% | +147.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling