+128.6%
BP vs DOCS
-73.4%
+202.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.6% |
| 7D | +3.9% | -1.4% | +5.4% | +4.0% |
| 30D | +7.6% | +21.8% | -14.2% | +6.9% |
| 3M | +0.7% | +27.3% | -26.6% | -0.1% |
| 6M | +15.5% | -0.3% | +15.8% | +15.2% |
| YTD | +30.8% | -40.5% | +71.3% | +32.8% |
| 1Y | +34.3% | -61.5% | +95.9% | +38.5% |
| 3Y | +35.1% | +8.2% | +26.9% | +32.4% |
| All | +128.6% | -73.4% | +202.0% | +122.8% |
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