-47.3%
DOCS vs DAR
+63.3%
-110.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.5% | +8.8% | +5.7% |
| 7D | +1.2% | -5.7% | +6.9% | -0.2% |
| 30D | +21.3% | -16.6% | +37.9% | +16.1% |
| 3M | +58.4% | -13.1% | +71.4% | +53.8% |
| 6M | +39.3% | -18.8% | +58.1% | +34.6% |
| YTD | -21.7% | +45.3% | -67.0% | -25.0% |
| 1Y | -47.3% | +60.6% | -108.0% | -51.7% |
| All | -47.3% | +63.3% | -110.6% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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