+14.0%
DOC vs MDY
+180.9%
-167.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.6% |
| 7D | +8.7% | +1.7% | +7.0% | +7.3% |
| 30D | +7.6% | +1.2% | +6.4% | +6.6% |
| 3M | -5.3% | -3.5% | -1.8% | -2.7% |
| 6M | +27.6% | +3.5% | +24.1% | +23.8% |
| YTD | +32.4% | +13.6% | +18.8% | +18.7% |
| 1Y | +22.9% | +17.1% | +5.8% | +7.3% |
| 3Y | +43.1% | +55.6% | -12.5% | -2.7% |
| 5Y | -21.4% | +37.8% | -59.2% | -41.5% |
| All | +14.0% | +180.9% | -167.0% | -54.0% |
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