-24.4%
DASH vs DOCS
-49.5%
+25.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.3% | -5.1% | -8.5% |
| 7D | +0.5% | -1.3% | +1.9% | +0.9% |
| 30D | -7.1% | +19.4% | -26.5% | -10.2% |
| 3M | -13.2% | +53.4% | -66.6% | -20.9% |
| 6M | +8.3% | +28.8% | -20.5% | +1.4% |
| YTD | -20.6% | -25.1% | +4.5% | -24.0% |
| 1Y | -24.4% | -48.1% | +23.7% | -27.2% |
| All | -24.4% | -49.5% | +25.1% | -27.2% |
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