+28.0%
EMR vs DOCS
-37.2%
+65.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +2.1% | +8.7% | -6.6% | +2.0% |
| 3M | +2.3% | +32.9% | -30.6% | +1.8% |
| 6M | +22.5% | +25.5% | -3.0% | +22.6% |
| YTD | +27.2% | -25.0% | +52.2% | +35.7% |
| 1Y | +28.0% | -34.9% | +62.9% | +41.0% |
| All | +28.0% | -37.2% | +65.3% | +41.0% |
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