+147.9%
HLT vs DOCS
-40.7%
+188.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.3% | +5.2% | -1.5% |
| 7D | -2.4% | -7.3% | +4.9% | -1.8% |
| 30D | -4.1% | -10.9% | +6.8% | -3.3% |
| 3M | -10.6% | +20.3% | -30.9% | -12.5% |
| 6M | +2.0% | -3.6% | +5.7% | +1.3% |
| YTD | +6.1% | -44.9% | +51.0% | +10.6% |
| 1Y | +9.8% | -64.9% | +74.7% | +19.2% |
| 3Y | +99.0% | +7.6% | +91.4% | +86.7% |
| 5Y | +151.5% | -74.0% | +225.4% | +144.9% |
| All | +147.9% | -40.7% | +188.6% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling