-34.6%
DOCS vs SUI
-16.2%
-18.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.2% | +1.2% | +3.5% |
| 7D | +1.2% | +10.0% | -8.8% | -4.1% |
| 30D | +21.3% | +8.4% | +12.9% | +15.6% |
| 3M | +58.4% | +0.7% | +57.7% | +57.2% |
| 6M | +39.3% | -0.9% | +40.2% | +39.5% |
| YTD | -21.7% | +0.6% | -22.4% | -23.1% |
| 1Y | -47.3% | +0.8% | -48.1% | -48.4% |
| 3Y | +58.2% | +15.5% | +42.7% | +35.3% |
| 5Y | -52.3% | -25.9% | -26.4% | -42.8% |
| All | -34.6% | -16.2% | -18.4% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling