+0.3%
HWM vs DOCN
+50.9%
-50.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | -0.1% | +2.3% |
| 7D | +3.3% | -19.2% | +22.5% | +4.6% |
| 30D | -7.6% | -43.1% | +35.4% | -5.3% |
| 3M | -28.9% | -40.7% | +11.8% | -27.4% |
| 6M | -19.7% | -55.0% | +35.3% | -17.2% |
| YTD | +0.5% | +50.6% | -50.1% | -9.7% |
| 1Y | +0.3% | +54.0% | -53.7% | -11.4% |
| All | +0.3% | +50.9% | -50.7% | -11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling