-48.1%
DOCS vs ROIV
+84.7%
-132.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.2% | -0.1% | -5.0% |
| 7D | -1.3% | -2.4% | +1.1% | -1.8% |
| 30D | +19.4% | +3.1% | +16.3% | +20.0% |
| 3M | +53.4% | +5.8% | +47.6% | +56.1% |
| 6M | +28.8% | +29.3% | -0.6% | +38.5% |
| YTD | -25.1% | +68.8% | -93.8% | -4.6% |
| 1Y | -48.1% | +81.0% | -129.2% | -33.7% |
| All | -48.1% | +84.7% | -132.8% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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