+62.8%
DOCS vs ACWI
+77.2%
-14.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.7% | +4.6% |
| 7D | +1.2% | -0.5% | +1.7% | +1.8% |
| 30D | +21.3% | -1.6% | +22.9% | +23.5% |
| 3M | +58.4% | -1.3% | +59.7% | +61.0% |
| 6M | +39.3% | +5.8% | +33.4% | +30.1% |
| YTD | -21.7% | +12.7% | -34.4% | -32.6% |
| 1Y | -47.3% | +15.0% | -62.3% | -55.9% |
| All | +62.8% | +77.2% | -14.4% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling