-37.4%
DOCS vs GEN
+24.7%
-62.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.9% |
| 7D | -1.3% | +8.5% | -9.8% | -4.9% |
| 30D | +19.4% | +34.2% | -14.8% | +3.6% |
| 3M | +53.4% | +10.0% | +43.4% | +45.9% |
| 6M | +28.8% | +56.8% | -28.0% | +3.7% |
| YTD | -25.1% | +14.2% | -39.3% | -30.7% |
| 1Y | -48.1% | +20.8% | -68.9% | -53.4% |
| 3Y | +51.4% | +84.1% | -32.7% | +9.7% |
| 5Y | -51.1% | +37.1% | -88.2% | -63.5% |
| All | -37.4% | +24.7% | -62.1% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling