-47.3%
DOCS vs BUD
+38.4%
-85.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.2% | +6.4% |
| 7D | +1.2% | +3.3% | -2.1% | +1.3% |
| 30D | +21.3% | +11.8% | +9.5% | +22.1% |
| 3M | +58.4% | -1.1% | +59.5% | +56.2% |
| 6M | +39.3% | +14.9% | +24.4% | +41.3% |
| YTD | -21.7% | +32.6% | -54.3% | -22.1% |
| 1Y | -47.3% | +37.2% | -84.5% | -48.5% |
| All | -47.3% | +38.4% | -85.7% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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