+116.4%
DOCN vs DOCS
-47.4%
+163.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +6.3% | -13.5% | -6.9% |
| 7D | -20.0% | +1.2% | -21.3% | -19.9% |
| 30D | -38.8% | +21.3% | -60.1% | -38.3% |
| 3M | -34.8% | +58.4% | -93.2% | -34.0% |
| 6M | -22.8% | +39.3% | -62.1% | -20.7% |
| YTD | +74.6% | -21.7% | +96.3% | +69.1% |
| 1Y | +116.4% | -47.3% | +163.8% | +94.9% |
| All | +116.4% | -47.4% | +163.9% | +94.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling