+252.9%
HPE vs DOCN
+74.7%
+178.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.1% | +0.9% |
| 7D | -18.7% | -19.2% | +0.4% | -15.1% |
| 30D | -37.9% | -43.1% | +5.2% | -30.7% |
| 3M | -14.4% | -40.7% | +26.3% | -5.7% |
| 6M | +48.2% | -55.0% | +103.2% | +70.5% |
| YTD | +88.6% | +50.6% | +38.0% | +74.9% |
| 1Y | +94.8% | +54.0% | +40.8% | +79.9% |
| 3Y | +202.7% | +203.9% | -1.2% | +149.2% |
| 5Y | +231.6% | -29.4% | +261.0% | +178.3% |
| All | +252.9% | +74.7% | +178.3% | +202.4% |
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 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