+215.5%
HPE vs DOCN
+324.7%
-109.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -5.2% |
| 7D | -0.6% | +1.1% | -1.7% | -1.0% |
| 30D | -2.3% | -9.6% | +7.3% | +0.1% |
| 3M | -2.9% | -37.7% | +34.8% | +8.4% |
| 6M | +143.6% | +115.2% | +28.4% | +94.1% |
| YTD | +118.5% | +133.7% | -15.2% | +68.5% |
| 1Y | +129.2% | +250.2% | -121.0% | +56.7% |
| All | +215.5% | +324.7% | -109.2% | +102.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling