+222.8%
C vs DOCS
+57.4%
+165.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.3% | -4.7% | +1.1% |
| 7D | +1.1% | +1.2% | -0.2% | +0.9% |
| 30D | -2.4% | +21.3% | -23.7% | -4.0% |
| 3M | -8.4% | +58.4% | -66.7% | -12.4% |
| 6M | +0.3% | +39.3% | -38.9% | -3.3% |
| YTD | +9.1% | -21.7% | +30.8% | +10.8% |
| 1Y | +26.0% | -47.3% | +73.4% | +32.9% |
| All | +222.8% | +57.4% | +165.5% | +209.3% |
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