+259.9%
ALAB vs DOCS
+22.1%
+237.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.3% | -10.8% | -5.1% |
| 7D | -24.9% | +1.2% | -26.1% | -25.0% |
| 30D | -38.4% | +21.3% | -59.7% | -39.8% |
| 3M | -38.3% | +58.4% | -96.6% | -41.8% |
| 6M | +10.9% | +39.3% | -28.4% | +5.1% |
| YTD | +34.2% | -21.7% | +55.9% | +40.3% |
| 1Y | +24.5% | -47.3% | +71.8% | +41.5% |
| All | +259.9% | +22.1% | +237.9% | +216.6% |
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 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