+1,076.1%
BE vs DOCS
-73.4%
+1,149.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.8% | +10.1% | +8.2% |
| 7D | +20.0% | -1.4% | +21.4% | +20.4% |
| 30D | +7.9% | +21.8% | -13.9% | -1.1% |
| 3M | -13.2% | +27.3% | -40.5% | -22.3% |
| 6M | +53.5% | -0.3% | +53.8% | +44.0% |
| YTD | +191.0% | -40.5% | +231.5% | +224.1% |
| 1Y | +360.5% | -61.5% | +422.1% | +501.6% |
| 3Y | +1,568.0% | +8.2% | +1,559.8% | +1,178.2% |
| All | +1,076.1% | -73.4% | +1,149.6% | +1,255.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling