+36.6%
BP vs DOCS
-47.4%
+84.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.3% | -10.5% | -3.8% |
| 7D | -8.4% | +1.2% | -9.6% | -8.3% |
| 30D | +2.2% | +21.3% | -19.1% | +3.4% |
| 3M | +8.8% | +58.4% | -49.6% | +12.2% |
| 6M | -0.5% | +39.3% | -39.8% | +2.5% |
| YTD | +36.2% | -21.7% | +57.9% | +37.0% |
| 1Y | +36.6% | -47.3% | +83.9% | +37.2% |
| All | +36.6% | -47.4% | +84.0% | +37.2% |
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 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