+117.9%
HPE vs DOCN
+72.1%
+45.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +9.6% | -4.8% | +1.7% |
| 7D | +0.3% | +3.7% | -3.4% | -0.9% |
| 30D | -28.6% | -33.7% | +5.1% | -19.6% |
| 3M | -7.4% | -27.9% | +20.5% | +0.9% |
| 6M | +63.7% | -46.4% | +110.1% | +89.4% |
| YTD | +111.7% | +81.1% | +30.6% | +75.4% |
| All | +117.9% | +72.1% | +45.7% | +82.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling