+131.0%
HLT vs DOCN
+245.3%
-114.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.4% |
| 7D | +0.7% | +19.1% | -18.4% | -0.7% |
| 30D | +13.7% | -21.0% | +34.8% | +15.4% |
| 3M | +16.3% | -34.7% | +51.1% | +19.2% |
| 6M | +19.9% | -45.8% | +65.7% | +24.1% |
| YTD | +30.1% | +79.4% | -49.3% | +12.6% |
| 1Y | +38.5% | +91.0% | -52.5% | +18.5% |
| 3Y | +131.0% | +237.5% | -106.4% | +78.2% |
| All | +131.0% | +245.3% | -114.2% | +78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling