+89.2%
EMR vs DOCS
-19.4%
+108.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.3% | -0.3% | -4.3% |
| 7D | -4.8% | -1.3% | -3.4% | -4.7% |
| 30D | +0.7% | +19.4% | -18.6% | -0.7% |
| 3M | +0.4% | +53.4% | -53.0% | -3.5% |
| 6M | +18.4% | +28.8% | -10.4% | +14.9% |
| YTD | +23.9% | -25.1% | +49.0% | +25.7% |
| 1Y | +24.7% | -48.1% | +72.8% | +30.5% |
| 3Y | +86.4% | +51.4% | +35.0% | +74.7% |
| 5Y | +83.3% | -51.1% | +134.4% | +78.5% |
| All | +89.2% | -19.4% | +108.6% | +83.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling