+39.1%
DOCS vs SU
+129.2%
-90.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +2.6% |
| 7D | -4.2% | -4.3% | +0.1% | -4.4% |
| 30D | +8.6% | -6.2% | +14.8% | +8.2% |
| 3M | +27.2% | +9.7% | +17.5% | +27.8% |
| 6M | +26.5% | +7.3% | +19.2% | +27.5% |
| YTD | -25.0% | +58.7% | -83.7% | -26.3% |
| 1Y | -37.0% | +59.7% | -96.7% | -38.2% |
| All | +39.1% | +129.2% | -90.1% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling