+109.1%
ADI vs DOCS
+9.5%
+99.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +1.8% |
| 7D | +0.4% | -1.4% | +1.9% | +0.5% |
| 30D | -3.8% | +21.8% | -25.6% | -5.9% |
| 3M | -15.3% | +27.3% | -42.5% | -17.5% |
| 6M | +6.7% | -0.3% | +7.0% | +5.8% |
| YTD | +34.8% | -40.5% | +75.3% | +41.7% |
| 1Y | +49.0% | -61.5% | +110.6% | +65.3% |
| All | +109.1% | +9.5% | +99.6% | +102.5% |
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