+9.8%
HLT vs DOCN
+286.0%
-276.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +12.6% | -14.8% | -2.2% |
| 7D | -2.4% | +16.3% | -18.7% | -2.5% |
| 30D | -4.1% | +2.0% | -6.1% | -4.1% |
| 3M | -10.6% | -25.2% | +14.6% | -10.3% |
| 6M | +2.0% | +132.7% | -130.6% | -0.3% |
| YTD | +6.1% | +163.3% | -157.1% | +2.4% |
| 1Y | +9.8% | +280.3% | -270.5% | +2.6% |
| All | +9.8% | +286.0% | -276.2% | +2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling