-37.1%
DOCS vs MDY
+46.2%
-83.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.6% |
| 7D | +2.6% | +2.3% | +0.3% | -0.2% |
| 30D | +11.4% | +2.0% | +9.4% | +8.9% |
| 3M | +25.4% | -5.6% | +31.0% | +33.9% |
| 6M | +42.5% | +1.3% | +41.3% | +39.4% |
| YTD | -24.7% | +12.3% | -37.0% | -36.2% |
| 1Y | -32.9% | +15.8% | -48.7% | -45.3% |
| 3Y | +39.6% | +56.5% | -16.9% | -27.2% |
| 5Y | -54.6% | +35.1% | -89.8% | -70.6% |
| All | -37.1% | +46.2% | -83.3% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling