+25.6%
B vs DOCS
-49.5%
+75.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +0.9% |
| 7D | +4.3% | -1.3% | +5.7% | +4.4% |
| 30D | -0.9% | +19.4% | -20.3% | -2.0% |
| 3M | -1.4% | +53.4% | -54.7% | -4.2% |
| 6M | +5.0% | +28.8% | -23.7% | +2.6% |
| YTD | -5.8% | -25.1% | +19.2% | -5.9% |
| 1Y | +25.6% | -48.1% | +73.7% | +25.7% |
| All | +25.6% | -49.5% | +75.1% | +25.7% |
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