+7.7%
AAL vs DOCS
-47.4%
+55.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.3% | 0.0% | +5.8% |
| 7D | +8.3% | +1.2% | +7.1% | +8.2% |
| 30D | +6.2% | +21.3% | -15.1% | +4.8% |
| 3M | -17.7% | +58.4% | -76.1% | -20.0% |
| 6M | +15.4% | +39.3% | -23.9% | +12.4% |
| YTD | -11.1% | -21.7% | +10.6% | -10.6% |
| 1Y | +7.7% | -47.3% | +55.1% | +10.7% |
| All | +7.7% | -47.4% | +55.2% | +10.7% |
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