+51.9%
DOW vs DOCS
-47.4%
+99.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.3% | -9.6% | -2.9% |
| 7D | -4.2% | +1.2% | -5.4% | -4.1% |
| 30D | +14.7% | +21.3% | -6.6% | +15.8% |
| 3M | +9.1% | +58.4% | -49.3% | +12.3% |
| 6M | -17.7% | +39.3% | -56.9% | -14.8% |
| YTD | +44.6% | -21.7% | +66.3% | +52.8% |
| 1Y | +51.9% | -47.3% | +99.2% | +76.8% |
| All | +51.9% | -47.4% | +99.3% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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