+24.7%
EMR vs DOCS
-49.5%
+74.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.3% | -0.3% | -4.5% |
| 7D | -4.8% | -1.3% | -3.4% | -4.7% |
| 30D | +0.7% | +19.4% | -18.6% | +0.4% |
| 3M | +0.4% | +53.4% | -53.0% | -0.5% |
| 6M | +18.4% | +28.8% | -10.4% | +18.2% |
| YTD | +23.9% | -25.1% | +49.0% | +31.5% |
| 1Y | +24.7% | -48.1% | +72.8% | +43.4% |
| All | +24.7% | -49.5% | +74.2% | +43.4% |
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