+29.2%
DOW vs DOCS
-60.9%
+90.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.3% | -3.1% |
| 7D | -2.4% | -1.4% | -1.0% | -2.4% |
| 30D | +0.4% | +21.8% | -21.4% | +1.0% |
| 3M | -14.4% | +27.3% | -41.7% | -13.9% |
| 6M | -7.0% | -0.3% | -6.6% | -5.4% |
| YTD | +30.2% | -40.5% | +70.7% | +41.3% |
| 1Y | +29.2% | -61.5% | +90.7% | +64.7% |
| All | +29.2% | -60.9% | +90.1% | +64.7% |
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