-10.3%
ADI vs DOCS
+33.3%
-43.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.3% | -6.8% | -11.2% |
| 7D | -16.7% | -1.3% | -15.3% | -16.6% |
| 30D | -14.2% | +19.4% | -33.6% | -13.5% |
| 3M | -4.1% | +53.4% | -57.5% | -3.1% |
| 6M | -10.3% | +28.8% | -39.0% | -9.6% |
| All | -10.3% | +33.3% | -43.6% | -9.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling