+7.4%
DASH vs DOCS
-73.4%
+80.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.8% | -1.9% | -3.7% |
| 7D | -10.6% | -1.4% | -9.1% | -10.2% |
| 30D | +2.2% | +21.8% | -19.7% | -6.1% |
| 3M | +32.3% | +27.3% | +5.0% | +19.8% |
| 6M | +19.1% | -0.3% | +19.5% | +14.9% |
| YTD | -6.5% | -40.5% | +34.0% | +6.3% |
| 1Y | -14.9% | -61.5% | +46.7% | +10.9% |
| 3Y | +151.9% | +8.2% | +143.8% | +86.4% |
| All | +7.4% | -73.4% | +80.8% | +13.3% |
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