+26.0%
AG vs DOC
+22.2%
+3.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.0% | -4.8% | -5.5% |
| 7D | +6.0% | +4.3% | +1.6% | +4.4% |
| 30D | -13.5% | +9.2% | -22.7% | -16.4% |
| 3M | -20.7% | -0.8% | -19.8% | -20.2% |
| 6M | -31.5% | +7.1% | -38.6% | -33.9% |
| YTD | -10.1% | +34.0% | -44.1% | -22.2% |
| 1Y | +26.0% | +23.2% | +2.8% | +16.5% |
| All | +26.0% | +22.2% | +3.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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