-47.3%
DOCS vs CG
-14.1%
-33.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.5% | +1.8% | +5.2% |
| 7D | +1.2% | +9.4% | -8.2% | -1.0% |
| 30D | +21.3% | +8.7% | +12.6% | +18.6% |
| 3M | +58.4% | -15.0% | +73.4% | +63.0% |
| 6M | +39.3% | -13.2% | +52.5% | +42.5% |
| YTD | -21.7% | -26.2% | +4.4% | -17.6% |
| 1Y | -47.3% | -14.1% | -33.2% | -51.7% |
| All | -47.3% | -14.1% | -33.3% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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