-48.1%
DOCS vs INDA
-5.5%
-42.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.8% | -2.5% |
| 7D | -0.8% | +6.6% | -7.4% | -2.3% |
| 30D | +17.4% | +10.4% | +7.0% | +14.8% |
| 3M | +57.4% | +1.5% | +55.8% | +56.1% |
| 6M | +26.5% | +1.7% | +24.8% | +26.0% |
| YTD | -26.6% | -5.8% | -20.7% | -30.4% |
| 1Y | -48.1% | -5.1% | -43.0% | -50.4% |
| All | -48.1% | -5.5% | -42.5% | -50.4% |
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