+20.8%
DASH vs DOCS
-36.0%
+56.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.8% | -1.9% | -3.9% |
| 7D | -10.6% | -1.4% | -9.1% | -10.2% |
| 30D | +2.2% | +21.8% | -19.7% | -5.1% |
| 3M | +32.3% | +27.3% | +5.0% | +21.4% |
| 6M | +19.1% | -0.3% | +19.5% | +15.6% |
| YTD | -6.5% | -40.5% | +34.0% | +4.5% |
| 1Y | -14.9% | -61.5% | +46.7% | +6.9% |
| 3Y | +151.9% | +8.2% | +143.8% | +101.0% |
| 5Y | +9.4% | -73.4% | +82.9% | +7.1% |
| All | +20.8% | -36.0% | +56.8% | +20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling