+20.3%
HPQ vs DOCN
+117.0%
-96.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.6% | -0.7% |
| 7D | -1.9% | +27.4% | -29.3% | -5.2% |
| 30D | -5.7% | -29.7% | +24.0% | -1.8% |
| 3M | -0.4% | -32.5% | +32.1% | +3.3% |
| 6M | +40.0% | -42.2% | +82.2% | +46.8% |
| YTD | +34.6% | +87.2% | -52.6% | +13.0% |
| 1Y | +20.4% | +86.2% | -65.8% | +1.0% |
| 3Y | +18.3% | +257.4% | -239.1% | -14.5% |
| 5Y | +9.6% | -27.4% | +37.0% | -13.3% |
| All | +20.3% | +117.0% | -96.8% | -10.1% |
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