+114.4%
HPE vs DOCN
+81.2%
+33.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.2% | +0.4% | -2.4% |
| 7D | +7.9% | +19.1% | -11.2% | +1.8% |
| 30D | -23.5% | -21.0% | -2.5% | -18.0% |
| 3M | -19.1% | -34.7% | +15.7% | -9.4% |
| 6M | +51.4% | -45.8% | +97.2% | +74.9% |
| YTD | +103.4% | +79.4% | +24.1% | +69.2% |
| 1Y | +114.4% | +91.0% | +23.4% | +70.5% |
| All | +114.4% | +81.2% | +33.2% | +70.5% |
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