+551.7%
ASX vs DOCS
-53.1%
+604.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.3% | -10.3% | -4.7% |
| 7D | -14.6% | +1.2% | -15.8% | -14.7% |
| 30D | -21.1% | +21.3% | -42.4% | -23.0% |
| 3M | -3.1% | +58.4% | -61.5% | -9.6% |
| 6M | +17.4% | +39.3% | -21.9% | +10.3% |
| YTD | +135.3% | -21.7% | +157.0% | +140.1% |
| 1Y | +146.5% | -47.3% | +193.8% | +167.7% |
| 3Y | +403.1% | +58.2% | +344.9% | +331.3% |
| 5Y | +551.7% | -52.3% | +604.0% | +521.3% |
| All | +551.7% | -53.1% | +604.9% | +521.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling