-48.1%
DOCS vs AG
+33.1%
-81.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.0% | -4.0% |
| 7D | -1.3% | -2.9% | +1.5% | -1.2% |
| 30D | +19.4% | -15.1% | +34.5% | +20.5% |
| 3M | +53.4% | -15.4% | +68.8% | +54.1% |
| 6M | +28.8% | -21.9% | +50.7% | +30.5% |
| YTD | -25.1% | -10.4% | -14.6% | -26.4% |
| 1Y | -48.1% | +39.8% | -88.0% | -49.4% |
| All | -48.1% | +33.1% | -81.2% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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