+324.3%
DOCN vs DOCS
+9.5%
+314.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.8% | +5.6% | +3.4% |
| 7D | +1.1% | -1.4% | +2.6% | +1.4% |
| 30D | -9.6% | +21.8% | -31.5% | -14.8% |
| 3M | -37.7% | +27.3% | -65.0% | -42.3% |
| 6M | +115.2% | -0.3% | +115.6% | +109.3% |
| YTD | +133.7% | -40.5% | +174.2% | +158.7% |
| 1Y | +250.2% | -61.5% | +311.7% | +335.8% |
| All | +324.3% | +9.5% | +314.8% | +236.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling