+14.5%
DOC vs MDY
+171.7%
-157.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.2% |
| 7D | +6.5% | -1.7% | +8.1% | +7.8% |
| 30D | +9.2% | -0.9% | +10.1% | +9.8% |
| 3M | -2.5% | -5.7% | +3.2% | +2.0% |
| 6M | +7.1% | -2.9% | +10.0% | +9.1% |
| YTD | +33.0% | +9.8% | +23.2% | +22.3% |
| 1Y | +23.3% | +13.5% | +9.8% | +10.2% |
| 3Y | +44.9% | +51.9% | -7.0% | +0.3% |
| 5Y | -21.6% | +32.0% | -53.7% | -39.6% |
| All | +14.5% | +171.7% | -157.2% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling