-1.4%
CARR vs DOCS
-37.2%
+35.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | -0.8% | +8.7% | -9.5% | -0.6% |
| 3M | -13.4% | +32.9% | -46.3% | -12.6% |
| 6M | -16.4% | +25.5% | -41.9% | -15.6% |
| YTD | +4.5% | -25.0% | +29.5% | +10.3% |
| 1Y | -1.4% | -34.9% | +33.5% | +7.9% |
| All | -1.4% | -37.2% | +35.9% | +7.9% |
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