+234.5%
BAH vs DOC
+14.9%
+219.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | +6.0% | +6.2% | -0.2% | +4.6% |
| 30D | +31.1% | +6.5% | +24.6% | +29.2% |
| 3M | +25.2% | -6.2% | +31.4% | +26.8% |
| 6M | +18.9% | +25.6% | -6.7% | +12.0% |
| YTD | +8.3% | +32.1% | -23.8% | +0.7% |
| 1Y | +6.2% | +20.3% | -14.1% | +0.9% |
| 3Y | -22.8% | +42.7% | -65.5% | -30.5% |
| 5Y | +13.6% | -22.2% | +35.7% | +17.1% |
| All | +234.5% | +14.9% | +219.6% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling