-36.9%
DOCS vs GLXY
-44.8%
+7.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.1% | +2.8% | -4.1% |
| 7D | -1.3% | -28.4% | +27.1% | -0.6% |
| 30D | +19.4% | -41.4% | +60.8% | +20.9% |
| 3M | +53.4% | -31.9% | +85.3% | +54.2% |
| 6M | +28.8% | -57.2% | +85.9% | +30.8% |
| YTD | -25.1% | -41.9% | +16.9% | -24.9% |
| 1Y | -48.1% | -58.7% | +10.6% | -46.6% |
| All | -36.9% | -44.8% | +7.9% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling