-74.0%
DOCS vs EQX
+74.3%
-148.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.3% | -6.0% | -7.1% |
| 7D | -7.3% | +3.8% | -11.1% | -7.8% |
| 30D | -10.9% | +9.4% | -20.2% | -12.4% |
| 3M | +20.3% | +16.8% | +3.5% | +16.9% |
| 6M | -3.6% | -23.7% | +20.0% | -1.0% |
| YTD | -44.9% | -9.6% | -35.3% | -45.6% |
| 1Y | -64.9% | +29.1% | -94.0% | -67.9% |
| 3Y | +7.6% | +175.3% | -167.7% | -20.3% |
| 5Y | -74.0% | +77.3% | -151.2% | -78.9% |
| All | -74.0% | +74.3% | -148.3% | -78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 5y: compounded portfolio wealth divided by compounded EQX 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…
5y analysis · Full analysis span regression · 6 months rolling