-38.3%
DOCS vs GEN
+18.5%
-56.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | -0.6% | +1.0% | -1.6% | -0.9% |
| 30D | +6.3% | +29.1% | -22.8% | -5.0% |
| 3M | +26.5% | +2.9% | +23.6% | +25.4% |
| 6M | +24.8% | +33.6% | -8.8% | +14.3% |
| YTD | -26.8% | +12.0% | -38.8% | -26.4% |
| 1Y | -38.3% | +16.2% | -54.5% | -40.5% |
| All | -38.3% | +18.5% | -56.7% | -40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling