+69.6%
ADI vs DOCS
-33.3%
+103.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.8% |
| 7D | +9.5% | +2.6% | +6.9% | +9.5% |
| 30D | -1.4% | +11.4% | -12.8% | -1.1% |
| 3M | +4.7% | +25.4% | -20.7% | +5.3% |
| 6M | -7.4% | +42.5% | -50.0% | -6.3% |
| YTD | +48.1% | -24.7% | +72.8% | +60.1% |
| 1Y | +69.6% | -32.9% | +102.6% | +88.2% |
| All | +69.6% | -33.3% | +103.0% | +88.2% |
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