+21.3%
HPQ vs DOCS
-47.4%
+68.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.3% | -0.5% | +4.7% |
| 7D | -7.8% | +1.2% | -9.0% | -8.0% |
| 30D | -4.9% | +21.3% | -26.2% | -8.2% |
| 3M | +4.9% | +58.4% | -53.5% | -4.2% |
| 6M | +47.1% | +39.3% | +7.8% | +34.7% |
| YTD | +39.5% | -21.7% | +61.2% | +31.4% |
| 1Y | +21.3% | -47.3% | +68.6% | +24.0% |
| All | +21.3% | -47.4% | +68.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling