+89.6%
ASX vs DOCS
-49.5%
+139.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.3% | -16.5% | -20.9% |
| 7D | -33.3% | -1.3% | -32.0% | -33.3% |
| 30D | -36.5% | +19.4% | -55.9% | -35.7% |
| 3M | -19.2% | +53.4% | -72.6% | -17.0% |
| 6M | -10.2% | +28.8% | -39.0% | -7.1% |
| YTD | +86.5% | -25.1% | +111.5% | +94.7% |
| 1Y | +89.6% | -48.1% | +137.8% | +105.6% |
| All | +89.6% | -49.5% | +139.1% | +105.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling