+1,886.1%
BE vs DOCS
+57.4%
+1,828.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.3% | -12.7% | -7.2% |
| 7D | -12.1% | +1.2% | -13.4% | -12.3% |
| 30D | -30.1% | +21.3% | -51.4% | -32.0% |
| 3M | -12.1% | +58.4% | -70.5% | -18.9% |
| 6M | -30.6% | +39.3% | -69.9% | -35.4% |
| YTD | +130.6% | -21.7% | +152.3% | +147.4% |
| 1Y | +55.3% | -47.3% | +102.6% | +87.6% |
| All | +1,886.1% | +57.4% | +1,828.7% | +1,555.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling