+13.1%
EEM vs DOCS
-33.3%
+46.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +2.7% | +2.6% | +0.1% | +2.7% |
| 30D | -5.4% | +11.4% | -16.8% | -5.1% |
| 3M | -8.6% | +25.4% | -34.0% | -8.1% |
| 6M | -8.9% | +42.5% | -51.4% | -7.8% |
| YTD | +11.9% | -24.7% | +36.6% | +11.8% |
| 1Y | +13.1% | -32.9% | +46.0% | +13.0% |
| All | +13.1% | -33.3% | +46.4% | +13.0% |
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