-61.5%
DOCS vs ACWI
+23.6%
-85.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.8% |
| 7D | -1.4% | +0.5% | -1.9% | -1.6% |
| 30D | +21.8% | +0.9% | +21.0% | +21.4% |
| 3M | +27.3% | +2.4% | +24.9% | +26.5% |
| 6M | -0.3% | +12.4% | -12.7% | -4.9% |
| YTD | -40.5% | +15.2% | -55.7% | -45.1% |
| 1Y | -61.5% | +22.7% | -84.3% | -65.6% |
| All | -61.5% | +23.6% | -85.1% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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