+63.0%
DUK vs DOCS
+55.4%
+7.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.2% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | +9.8% | +7.8% | +2.0% | +9.8% |
| 3M | +3.5% | +20.0% | -16.5% | +3.4% |
| 6M | +5.0% | +26.5% | -21.5% | +4.9% |
| YTD | +12.2% | -25.8% | +37.9% | +12.5% |
| 1Y | +7.2% | -39.5% | +46.7% | +7.7% |
| 3Y | +63.0% | +60.3% | +2.7% | +56.4% |
| All | +63.0% | +55.4% | +7.6% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling