+155.8%
HLT vs DOCN
+54.1%
+101.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.4% |
| 7D | -3.3% | +1.1% | -4.4% | -3.5% |
| 30D | -4.1% | -9.6% | +5.6% | -3.1% |
| 3M | -7.9% | -37.7% | +29.8% | -2.9% |
| 6M | +2.2% | +115.2% | -113.1% | -13.5% |
| YTD | +8.5% | +133.7% | -125.2% | -10.3% |
| 1Y | +12.1% | +250.2% | -238.0% | -14.7% |
| 3Y | +107.6% | +320.3% | -212.7% | +45.5% |
| All | +155.8% | +54.1% | +101.7% | +86.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling