+295.4%
HPE vs DOCN
+117.0%
+178.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.4% | -3.5% | -0.9% |
| 7D | +13.6% | +27.4% | -13.8% | +8.2% |
| 30D | -27.1% | -29.7% | +2.6% | -22.1% |
| 3M | -14.5% | -32.5% | +18.0% | -8.4% |
| 6M | +66.9% | -42.2% | +109.1% | +82.8% |
| YTD | +111.3% | +87.2% | +24.1% | +87.5% |
| 1Y | +117.5% | +86.2% | +31.3% | +93.1% |
| 3Y | +238.1% | +257.4% | -19.3% | +168.0% |
| 5Y | +292.4% | -27.4% | +319.8% | +214.3% |
| All | +295.4% | +117.0% | +178.4% | +224.3% |
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