+98.2%
BLK vs DOCS
+38.9%
+59.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.1% | +0.1% |
| 7D | +0.2% | -4.2% | +4.3% | +0.6% |
| 30D | +13.1% | +8.6% | +4.5% | +12.3% |
| 3M | +7.3% | +27.2% | -19.9% | +4.9% |
| 6M | +14.6% | +26.5% | -11.9% | +11.3% |
| YTD | +16.5% | -25.0% | +41.4% | +18.6% |
| 1Y | +15.4% | -37.0% | +52.3% | +19.4% |
| All | +98.2% | +38.9% | +59.4% | +85.2% |
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