-50.3%
DOCS vs GEN
+25.0%
-75.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -1.7% |
| 7D | -1.4% | -1.2% | -0.2% | -0.9% |
| 30D | +21.8% | +10.1% | +11.7% | +16.9% |
| 3M | +27.3% | +16.1% | +11.2% | +19.2% |
| 6M | -0.3% | +38.9% | -39.2% | -14.5% |
| YTD | -40.5% | +14.4% | -54.9% | -44.5% |
| 1Y | -61.5% | +5.9% | -67.4% | -62.8% |
| 3Y | +8.2% | +58.8% | -50.6% | -14.9% |
| 5Y | -73.4% | +24.7% | -98.1% | -76.7% |
| All | -50.3% | +25.0% | -75.2% | -67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling