-20.2%
DOCN vs DOCS
-53.1%
+32.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +6.3% | -13.5% | -9.5% |
| 7D | -20.0% | +1.2% | -21.3% | -20.5% |
| 30D | -38.8% | +21.3% | -60.1% | -43.2% |
| 3M | -34.8% | +58.4% | -93.2% | -47.5% |
| 6M | -22.8% | +39.3% | -62.1% | -36.6% |
| YTD | +74.6% | -21.7% | +96.3% | +79.6% |
| 1Y | +116.4% | -47.3% | +163.8% | +161.3% |
| 3Y | +239.3% | +58.2% | +181.2% | +95.3% |
| 5Y | -20.2% | -52.3% | +32.1% | -12.5% |
| All | -20.2% | -53.1% | +32.9% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling