-4.3%
DASH vs DOCS
-53.1%
+48.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.3% | +2.0% | +6.3% |
| 7D | +17.2% | +1.2% | +15.9% | +16.7% |
| 30D | +3.6% | +21.3% | -17.8% | -2.9% |
| 3M | -1.9% | +58.4% | -60.3% | -17.7% |
| 6M | +15.1% | +39.3% | -24.2% | -1.0% |
| YTD | -12.3% | -21.7% | +9.4% | -8.7% |
| 1Y | -17.2% | -47.3% | +30.1% | -2.1% |
| 3Y | +114.7% | +58.2% | +56.5% | +33.8% |
| 5Y | -4.3% | -52.3% | +48.0% | -9.9% |
| All | -4.3% | -53.1% | +48.9% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling