+72.1%
EEM vs DOCS
+55.4%
+16.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.8% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | -8.6% | +7.8% | -16.4% | -8.8% |
| 3M | -7.0% | +20.0% | -27.0% | -7.6% |
| 6M | -9.7% | +26.5% | -36.2% | -10.6% |
| YTD | +12.1% | -25.8% | +37.9% | +13.7% |
| 1Y | +14.1% | -39.5% | +53.5% | +16.9% |
| 3Y | +72.1% | +60.3% | +11.8% | +66.3% |
| All | +72.1% | +55.4% | +16.7% | +66.3% |
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