+39.6%
DOCS vs SU
+132.3%
-92.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.5% |
| 7D | +2.6% | +1.7% | +0.8% | +2.6% |
| 30D | +11.4% | -7.9% | +19.3% | +10.9% |
| 3M | +25.4% | +7.5% | +17.8% | +25.8% |
| 6M | +42.5% | +7.2% | +35.3% | +43.9% |
| YTD | -24.7% | +60.9% | -85.6% | -26.0% |
| 1Y | -32.9% | +63.6% | -96.6% | -34.2% |
| 3Y | +39.6% | +128.9% | -89.3% | +28.6% |
| All | +39.6% | +132.3% | -92.7% | +28.6% |
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