+60.1%
DOCN vs DOCS
-73.4%
+133.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.8% | +5.6% | +3.8% |
| 7D | +1.1% | -1.4% | +2.6% | +1.6% |
| 30D | -9.6% | +21.8% | -31.5% | -18.7% |
| 3M | -37.7% | +27.3% | -65.0% | -45.6% |
| 6M | +115.2% | -0.3% | +115.6% | +102.5% |
| YTD | +133.7% | -40.5% | +174.2% | +167.1% |
| 1Y | +250.2% | -61.5% | +311.7% | +374.2% |
| 3Y | +320.3% | +8.2% | +312.1% | +199.4% |
| All | +60.1% | -73.4% | +133.5% | +78.8% |
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