+677.4%
HLT vs DOC
+21.2%
+656.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +0.7% | -0.9% | +1.6% | +1.0% |
| 30D | +13.7% | +7.7% | +6.0% | +10.6% |
| 3M | +16.3% | -2.0% | +18.4% | +17.0% |
| 6M | +19.9% | +5.9% | +14.1% | +16.8% |
| YTD | +30.1% | +31.8% | -1.8% | +15.5% |
| 1Y | +38.5% | +22.5% | +16.0% | +26.5% |
| 3Y | +131.0% | +54.7% | +76.3% | +86.9% |
| 5Y | +163.7% | -21.3% | +185.0% | +179.7% |
| All | +677.4% | +21.2% | +656.2% | +623.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling