+8.7%
HPQ vs DOCN
-32.3%
+41.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.5% | -5.8% | -3.7% |
| 7D | -1.1% | -19.2% | +18.0% | +1.6% |
| 30D | -11.7% | -43.1% | +31.3% | -5.2% |
| 3M | +2.0% | -40.7% | +42.7% | +7.8% |
| 6M | +35.9% | -55.0% | +90.8% | +48.2% |
| YTD | +32.7% | +50.6% | -18.0% | +13.5% |
| 1Y | +14.3% | +54.0% | -39.7% | -2.9% |
| 3Y | +17.8% | +203.9% | -186.1% | -15.3% |
| All | +8.7% | -32.3% | +41.0% | -13.7% |
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