-38.7%
DOCS vs BEN
+36.1%
-74.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.7% | -6.7% | -5.0% |
| 7D | -0.8% | +6.6% | -7.4% | -4.8% |
| 30D | +17.4% | +3.8% | +13.6% | +14.5% |
| 3M | +57.4% | +0.2% | +57.1% | +56.4% |
| 6M | +26.5% | +10.4% | +16.1% | +16.8% |
| YTD | -26.6% | +46.2% | -72.7% | -44.6% |
| 1Y | -48.1% | +52.3% | -100.3% | -61.8% |
| 3Y | +52.6% | +65.9% | -13.3% | -0.7% |
| 5Y | -52.1% | +20.6% | -72.6% | -61.6% |
| All | -38.7% | +36.1% | -74.7% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling