+18.9%
DOCS vs AMIX
-99.9%
+118.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.0% | +9.4% | +6.4% |
| 7D | +1.2% | -25.1% | +26.3% | +1.3% |
| 30D | +21.3% | -54.5% | +75.8% | +21.4% |
| 3M | +58.4% | -91.7% | +150.1% | +59.1% |
| 6M | +39.3% | -79.4% | +118.7% | +38.0% |
| YTD | -21.7% | -86.1% | +64.4% | -22.3% |
| 1Y | -47.3% | -91.6% | +44.2% | -47.6% |
| All | +18.9% | -99.9% | +118.8% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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