+136.8%
ADI vs DOCS
-36.0%
+172.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +1.9% |
| 7D | +0.4% | -1.4% | +1.9% | +0.6% |
| 30D | -3.8% | +21.8% | -25.6% | -6.4% |
| 3M | -15.3% | +27.3% | -42.5% | -18.2% |
| 6M | +6.7% | -0.3% | +7.0% | +5.2% |
| YTD | +34.8% | -40.5% | +75.3% | +41.1% |
| 1Y | +49.0% | -61.5% | +110.6% | +64.7% |
| 3Y | +108.1% | +8.2% | +99.9% | +95.1% |
| 5Y | +142.4% | -73.4% | +215.9% | +137.4% |
| All | +136.8% | -36.0% | +172.7% | +131.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling