+481.2%
ASX vs DOCS
-36.0%
+517.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.5% |
| 7D | -0.7% | -1.4% | +0.7% | -0.6% |
| 30D | +2.0% | +21.8% | -19.8% | -1.2% |
| 3M | -1.3% | +27.3% | -28.6% | -5.2% |
| 6M | +71.4% | -0.3% | +71.8% | +68.8% |
| YTD | +135.3% | -40.5% | +175.8% | +147.5% |
| 1Y | +267.5% | -61.5% | +329.0% | +310.7% |
| 3Y | +388.5% | +8.2% | +380.3% | +351.7% |
| 5Y | +417.1% | -73.4% | +490.5% | +420.4% |
| All | +481.2% | -36.0% | +517.2% | +485.5% |
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