+36.2%
HLT vs DOCN
+55.6%
-19.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.0% | -7.3% | +0.8% |
| 7D | +2.3% | -12.8% | +15.1% | +2.3% |
| 30D | +14.3% | -41.9% | +56.2% | +14.1% |
| 3M | +17.6% | -36.9% | +54.5% | +17.4% |
| 6M | +17.9% | -52.2% | +70.2% | +17.8% |
| YTD | +30.1% | +62.7% | -32.6% | +28.5% |
| All | +36.2% | +55.6% | -19.4% | +35.6% |
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