-10.5%
ACN vs DOCS
+57.4%
-67.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.3% | -2.5% | +3.0% |
| 7D | +8.6% | +1.2% | +7.3% | +8.4% |
| 30D | +36.6% | +21.3% | +15.3% | +33.3% |
| 3M | +56.3% | +58.4% | -2.1% | +47.3% |
| 6M | +49.7% | +39.3% | +10.4% | +42.2% |
| YTD | +1.3% | -21.7% | +23.0% | 0.0% |
| 1Y | +11.9% | -47.3% | +59.3% | +13.2% |
| All | -10.5% | +57.4% | -67.9% | -15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling