-61.5%
DOCS vs MSCI
+4.9%
-66.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.6% |
| 7D | -1.4% | +0.4% | -1.8% | -1.6% |
| 30D | +21.8% | +0.6% | +21.3% | +21.5% |
| 3M | +27.3% | -7.1% | +34.4% | +31.3% |
| 6M | -0.3% | +0.8% | -1.2% | -1.1% |
| YTD | -40.5% | +1.0% | -41.5% | -40.8% |
| 1Y | -61.5% | +4.3% | -65.9% | -61.7% |
| All | -61.5% | +4.9% | -66.4% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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