+15.3%
BLK vs DOCS
-40.0%
+55.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | +5.2% | -0.6% | +5.8% | +5.3% |
| 30D | +12.9% | +6.3% | +6.6% | +12.4% |
| 3M | +8.6% | +26.5% | -17.9% | +6.6% |
| 6M | +13.9% | +24.8% | -10.9% | +12.3% |
| YTD | +16.1% | -26.8% | +42.8% | +25.1% |
| 1Y | +15.3% | -38.3% | +53.6% | +28.6% |
| All | +15.3% | -40.0% | +55.3% | +28.6% |
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 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