+114.3%
ADI vs DOCS
-51.8%
+166.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.0% |
| 7D | -12.8% | -0.8% | -12.1% | -12.7% |
| 30D | -11.3% | +17.4% | -28.8% | -13.2% |
| 3M | -3.4% | +57.4% | -60.7% | -9.8% |
| 6M | -12.0% | +26.5% | -38.6% | -16.2% |
| YTD | +35.3% | -26.6% | +61.8% | +39.1% |
| 1Y | +58.1% | -48.1% | +106.1% | +71.2% |
| 3Y | +127.4% | +52.6% | +74.7% | +95.8% |
| All | +114.3% | -51.8% | +166.1% | +109.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling