-9.7%
DOCS vs AMIX
-99.9%
+90.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.8% | -2.8% |
| 7D | -1.4% | -13.7% | +12.3% | -1.4% |
| 30D | +21.8% | -62.1% | +83.9% | +22.0% |
| 3M | +27.3% | -46.2% | +73.5% | +26.0% |
| 6M | -0.3% | -46.4% | +46.1% | -1.4% |
| YTD | -40.5% | -60.3% | +19.8% | -41.0% |
| 1Y | -61.5% | -79.7% | +18.1% | -61.7% |
| All | -9.7% | -99.9% | +90.2% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling