+15.3%
CVS vs DOCS
-37.2%
+52.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +10.4% | +0.1% | +10.3% | +10.4% |
| 30D | +3.3% | +8.7% | -5.4% | +3.7% |
| 3M | -4.5% | +32.9% | -37.4% | -3.2% |
| 6M | -4.4% | +25.5% | -29.9% | -3.3% |
| YTD | +16.6% | -25.0% | +41.6% | +23.7% |
| 1Y | +15.3% | -34.9% | +50.2% | +24.1% |
| All | +15.3% | -37.2% | +52.5% | +24.1% |
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