-38.7%
DOCS vs GEN
+21.4%
-60.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -0.8% |
| 7D | -0.8% | +2.3% | -3.0% | -1.7% |
| 30D | +17.4% | +33.1% | -15.6% | +2.2% |
| 3M | +57.4% | +6.5% | +50.9% | +51.9% |
| 6M | +26.5% | +53.8% | -27.2% | +2.8% |
| YTD | -26.6% | +11.2% | -37.8% | -31.3% |
| 1Y | -48.1% | +19.4% | -67.4% | -53.1% |
| 3Y | +52.6% | +81.0% | -28.4% | +11.4% |
| 5Y | -52.1% | +33.4% | -85.5% | -63.8% |
| All | -38.7% | +21.4% | -60.1% | -59.2% |
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