-47.3%
DOCS vs INDA
-7.3%
-40.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +5.6% |
| 7D | +1.2% | +6.9% | -5.7% | -0.4% |
| 30D | +21.3% | +7.4% | +13.9% | +19.3% |
| 3M | +58.4% | -1.0% | +59.4% | +57.9% |
| 6M | +39.3% | +2.9% | +36.4% | +39.1% |
| YTD | -21.7% | -7.4% | -14.3% | -25.2% |
| 1Y | -47.3% | -7.4% | -39.9% | -50.0% |
| All | -47.3% | -7.3% | -40.0% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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