-62.1%
DOCS vs AMCR
+13.9%
-76.0%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | -1.4% | -1.9% | +0.4% | -1.3% |
| 30D | +21.8% | -4.1% | +25.9% | +21.9% |
| 3M | +27.3% | +21.7% | +5.6% | +30.6% |
| 6M | -0.3% | +1.5% | -1.8% | -3.2% |
| YTD | -40.5% | +13.1% | -53.6% | -39.6% |
| All | -62.1% | +13.9% | -76.0% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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