-47.3%
DOCS vs Q
+19.7%
-67.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | +1.2% | -3.3% | +4.5% | +1.2% |
| 30D | +21.3% | -9.7% | +31.0% | +21.2% |
| 3M | +58.4% | -16.1% | +74.5% | +58.2% |
| 6M | +39.3% | -15.7% | +55.0% | +37.1% |
| YTD | -21.7% | +45.7% | -67.4% | -27.8% |
| 1Y | -47.3% | +18.0% | -65.3% | -48.0% |
| All | -47.3% | +19.7% | -67.0% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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