+154.9%
HLT vs DOCN
-31.5%
+186.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.0% | -7.3% | -0.3% |
| 7D | +2.3% | -12.8% | +15.1% | +3.8% |
| 30D | +14.3% | -41.9% | +56.2% | +21.6% |
| 3M | +17.6% | -36.9% | +54.5% | +22.6% |
| 6M | +17.9% | -52.2% | +70.2% | +26.4% |
| YTD | +30.1% | +62.7% | -32.6% | +10.8% |
| 1Y | +36.8% | +58.2% | -21.4% | +16.8% |
| 3Y | +137.6% | +219.5% | -81.9% | +69.1% |
| 5Y | +154.9% | -32.9% | +187.8% | +109.4% |
| All | +154.9% | -31.5% | +186.4% | +109.4% |
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