-50.3%
DOCS vs ACWI
+74.7%
-125.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.7% |
| 7D | -1.4% | +0.5% | -1.9% | -2.1% |
| 30D | +21.8% | +0.9% | +21.0% | +20.6% |
| 3M | +27.3% | +2.4% | +24.9% | +22.4% |
| 6M | -0.3% | +12.4% | -12.7% | -18.1% |
| YTD | -40.5% | +15.2% | -55.7% | -53.5% |
| 1Y | -61.5% | +22.7% | -84.3% | -72.9% |
| 3Y | +8.2% | +75.8% | -67.6% | -59.6% |
| 5Y | -73.4% | +67.7% | -141.2% | -87.8% |
| All | -50.3% | +74.7% | -125.0% | -78.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling