+35.0%
DOCS vs AXTX
-93.3%
+128.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -16.7% | +15.4% | -1.2% |
| 7D | -0.6% | -48.3% | +47.7% | 0.0% |
| 30D | +6.3% | -74.7% | +81.0% | +7.4% |
| 3M | +26.5% | -83.2% | +109.6% | +27.5% |
| 6M | +24.8% | -97.0% | +121.8% | +29.0% |
| All | +35.0% | -93.3% | +128.3% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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