+62.8%
DOCS vs AG
+224.6%
-161.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.1% | -2.8% | +5.4% |
| 7D | +1.2% | -2.6% | +3.8% | +1.5% |
| 30D | +21.3% | -12.1% | +33.4% | +22.8% |
| 3M | +58.4% | -6.6% | +65.0% | +58.9% |
| 6M | +39.3% | -20.5% | +59.7% | +41.4% |
| YTD | -21.7% | -7.4% | -14.3% | -23.2% |
| 1Y | -47.3% | +33.4% | -80.7% | -50.8% |
| All | +62.8% | +224.6% | -161.9% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling