-48.1%
DOCS vs BEN
+49.4%
-97.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.9% | +0.6% | -2.4% |
| 7D | -1.3% | -0.4% | -0.9% | -1.1% |
| 30D | +19.4% | -0.7% | +20.1% | +19.7% |
| 3M | +53.4% | -6.8% | +60.2% | +56.9% |
| 6M | +28.8% | +7.9% | +20.9% | +23.0% |
| YTD | -25.1% | +39.6% | -64.6% | -41.5% |
| 1Y | -48.1% | +48.5% | -96.7% | -62.7% |
| All | -48.1% | +49.4% | -97.6% | -62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling