+280.7%
HPE vs DOCN
+108.0%
+172.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.2% | +0.4% | -2.9% |
| 7D | +7.9% | +19.1% | -11.2% | +4.1% |
| 30D | -23.5% | -21.0% | -2.5% | -19.9% |
| 3M | -19.1% | -34.7% | +15.7% | -12.7% |
| 6M | +51.4% | -45.8% | +97.2% | +67.8% |
| YTD | +103.4% | +79.4% | +24.1% | +82.1% |
| 1Y | +114.4% | +91.0% | +23.4% | +90.0% |
| 3Y | +224.7% | +237.5% | -12.8% | +160.0% |
| 5Y | +277.8% | -30.4% | +308.2% | +205.3% |
| All | +280.7% | +108.0% | +172.7% | +214.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling