+36.2%
HPQ vs DOCN
+54.1%
-17.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +1.8% |
| 7D | +6.9% | +1.1% | +5.8% | +6.7% |
| 30D | +14.4% | -9.6% | +24.1% | +15.7% |
| 3M | +25.6% | -37.7% | +63.3% | +33.4% |
| 6M | +75.0% | +115.2% | -40.2% | +47.0% |
| YTD | +50.7% | +133.7% | -83.0% | +23.4% |
| 1Y | +18.7% | +250.2% | -231.5% | -10.8% |
| 3Y | +21.5% | +320.3% | -298.8% | -14.9% |
| All | +36.2% | +54.1% | -17.9% | -5.8% |
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