-48.1%
DOCS vs Q
+17.3%
-65.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.3% | -8.3% | -2.0% |
| 7D | -0.8% | +0.3% | -1.0% | -0.7% |
| 30D | +17.4% | -9.8% | +27.2% | +17.3% |
| 3M | +57.4% | -12.2% | +69.6% | +57.3% |
| 6M | +26.5% | -21.6% | +48.2% | +25.0% |
| YTD | -26.6% | +43.6% | -70.1% | -32.1% |
| 1Y | -48.1% | +25.7% | -73.7% | -49.7% |
| All | -48.1% | +17.3% | -65.4% | -49.7% |
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