+37.4%
HLT vs DOCS
-37.2%
+74.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.2% | -0.8% |
| 7D | +0.1% | -4.2% | +4.3% | +0.2% |
| 30D | +15.1% | +8.6% | +6.4% | +15.0% |
| 3M | +19.8% | +27.2% | -7.4% | +19.9% |
| 6M | +19.6% | +26.5% | -6.9% | +20.2% |
| YTD | +31.4% | -25.0% | +56.4% | +36.0% |
| All | +37.4% | -37.2% | +74.6% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling