+30.7%
BP vs DOCS
-49.1%
+79.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.5% |
| 7D | -11.6% | -0.8% | -10.9% | -11.6% |
| 30D | 0.0% | +17.4% | -17.4% | +1.0% |
| 3M | +6.7% | +57.4% | -50.6% | +10.0% |
| 6M | +2.2% | +26.5% | -24.4% | +4.7% |
| YTD | +33.0% | -26.6% | +59.6% | +33.5% |
| 1Y | +30.7% | -48.1% | +78.8% | +33.9% |
| All | +30.7% | -49.1% | +79.9% | +33.9% |
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