-73.2%
DOCS vs SUI
-32.0%
-41.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.4% | -2.6% |
| 7D | -1.4% | -2.8% | +1.4% | +0.2% |
| 30D | +21.8% | -1.2% | +23.0% | +22.5% |
| 3M | +27.3% | -1.7% | +29.0% | +28.2% |
| 6M | -0.3% | -10.5% | +10.1% | +5.9% |
| YTD | -40.5% | -1.8% | -38.7% | -40.6% |
| 1Y | -61.5% | -4.1% | -57.5% | -61.2% |
| 3Y | +8.2% | +11.3% | -3.1% | -6.1% |
| All | -73.2% | -32.0% | -41.2% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling