+62.8%
DOCS vs GEN
+86.0%
-23.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.0% | +2.4% | +4.7% |
| 7D | +1.2% | +26.9% | -25.6% | -8.8% |
| 30D | +21.3% | +38.6% | -17.3% | +5.0% |
| 3M | +58.4% | +9.7% | +48.6% | +51.9% |
| 6M | +39.3% | +58.9% | -19.6% | +15.1% |
| YTD | -21.7% | +15.3% | -37.0% | -26.7% |
| 1Y | -47.3% | +21.8% | -69.1% | -51.8% |
| All | +62.8% | +86.0% | -23.2% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling