-0.3%
DOCS vs GEN
+37.7%
-38.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -1.4% |
| 7D | -1.4% | -1.2% | -0.2% | -0.7% |
| 30D | +21.8% | +10.1% | +11.7% | +15.7% |
| 3M | +27.3% | +16.1% | +11.2% | +17.5% |
| 6M | -0.3% | +38.9% | -39.2% | -18.7% |
| All | -0.3% | +37.7% | -38.0% | -18.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling