+250.6%
HPE vs DOCN
-31.5%
+282.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.0% | -1.8% | +4.4% |
| 7D | -7.1% | -12.8% | +5.7% | -4.2% |
| 30D | -35.3% | -41.9% | +6.6% | -27.4% |
| 3M | -10.4% | -36.9% | +26.5% | -1.8% |
| 6M | +52.5% | -52.2% | +104.7% | +75.3% |
| YTD | +100.3% | +62.7% | +37.6% | +80.2% |
| 1Y | +106.4% | +58.2% | +48.1% | +86.5% |
| 3Y | +227.4% | +219.5% | +7.9% | +157.3% |
| 5Y | +250.6% | -32.9% | +283.4% | +179.7% |
| All | +250.6% | -31.5% | +282.1% | +179.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling