+10,248.8%
DGX vs DOC
+737.5%
+9,511.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.3% |
| 7D | +0.7% | +6.2% | -5.5% | -0.7% |
| 30D | +11.5% | +6.5% | +5.1% | +9.9% |
| 3M | +8.4% | -6.2% | +14.7% | +9.9% |
| 6M | +34.5% | +25.6% | +8.9% | +26.9% |
| YTD | +49.3% | +32.1% | +17.2% | +38.8% |
| 1Y | +45.3% | +20.3% | +25.0% | +38.0% |
| 3Y | +101.3% | +42.7% | +58.6% | +82.2% |
| 5Y | +99.6% | -22.2% | +121.8% | +105.4% |
| 10Y | +281.8% | +16.5% | +265.3% | +245.9% |
| All | +10,248.8% | +737.5% | +9,511.3% | +4,784.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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