-61.5%
DOCS vs BUD
+36.8%
-98.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -2.9% | -2.7% |
| 7D | -1.4% | +0.3% | -1.7% | -1.4% |
| 30D | +21.8% | -5.7% | +27.5% | +20.2% |
| 3M | +27.3% | +3.1% | +24.2% | +27.9% |
| 6M | -0.3% | +7.9% | -8.2% | -0.8% |
| YTD | -40.5% | +27.3% | -67.8% | -40.0% |
| 1Y | -61.5% | +37.8% | -99.4% | -61.2% |
| All | -61.5% | +36.8% | -98.4% | -61.2% |
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