-10.6%
BA vs DOCS
-47.4%
+36.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.3% | -4.2% | +1.7% |
| 7D | +5.9% | +1.2% | +4.7% | +5.8% |
| 30D | -8.2% | +21.3% | -29.5% | -9.3% |
| 3M | -25.4% | +58.4% | -83.7% | -27.8% |
| 6M | -20.0% | +39.3% | -59.3% | -22.5% |
| YTD | -18.5% | -21.7% | +3.2% | -19.6% |
| 1Y | -10.6% | -47.3% | +36.7% | -9.1% |
| All | -10.6% | -47.4% | +36.8% | -9.1% |
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