+18.3%
DIS vs DOCS
+38.8%
-20.5%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.2% | +3.9% |
| 7D | +9.1% | +1.2% | +7.9% | +9.0% |
| 30D | +14.8% | +21.3% | -6.5% | +13.8% |
| 3M | +21.2% | +58.4% | -37.2% | +19.2% |
| 6M | +18.3% | +39.3% | -21.0% | +16.1% |
| All | +18.3% | +38.8% | -20.5% | +16.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling