+43.9%
DVN vs DOCS
-65.1%
+109.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.3% | +8.0% | +0.4% |
| 7D | -1.3% | -7.3% | +6.0% | -1.7% |
| 30D | +12.6% | -10.9% | +23.5% | +12.1% |
| 3M | +8.1% | +20.3% | -12.2% | +9.1% |
| 6M | +10.2% | -3.6% | +13.8% | +10.3% |
| YTD | +33.8% | -44.9% | +78.6% | +29.5% |
| 1Y | +43.9% | -64.9% | +108.8% | +48.8% |
| All | +43.9% | -65.1% | +109.0% | +48.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling