+123.0%
DASH vs DOCS
+57.4%
+65.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.3% | +2.0% | +7.3% |
| 7D | +17.2% | +1.2% | +15.9% | +16.9% |
| 30D | +3.6% | +21.3% | -17.8% | +0.4% |
| 3M | -1.9% | +58.4% | -60.3% | -9.5% |
| 6M | +15.1% | +39.3% | -24.2% | +7.4% |
| YTD | -12.3% | -21.7% | +9.4% | -11.9% |
| 1Y | -17.2% | -47.3% | +30.1% | -12.8% |
| All | +123.0% | +57.4% | +65.7% | +96.7% |
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