-47.3%
DOCS vs AU
+42.5%
-89.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.0% | -1.6% | +5.8% |
| 7D | +1.2% | +0.8% | +0.5% | +1.1% |
| 30D | +21.3% | -7.0% | +28.3% | +21.5% |
| 3M | +58.4% | +8.5% | +49.8% | +58.1% |
| 6M | +39.3% | -1.3% | +40.6% | +38.5% |
| YTD | -21.7% | +6.8% | -28.5% | -24.3% |
| 1Y | -47.3% | +44.6% | -91.9% | -48.3% |
| All | -47.3% | +42.5% | -89.8% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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