+61.8%
EQT vs DOC
+23.6%
+38.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.5% | +1.4% |
| 7D | +0.3% | +1.0% | -0.7% | 0.0% |
| 30D | -0.7% | +8.1% | -8.8% | -3.1% |
| 3M | -2.8% | +0.9% | -3.7% | -3.3% |
| 6M | -6.1% | +6.3% | -12.4% | -8.5% |
| YTD | -0.5% | +33.8% | -34.3% | -10.9% |
| 1Y | -12.1% | +21.6% | -33.8% | -18.9% |
| 3Y | +40.4% | +53.4% | -13.0% | +17.7% |
| 5Y | +167.8% | -21.0% | +188.8% | +177.8% |
| 10Y | +61.8% | +22.5% | +39.3% | +33.2% |
| All | +61.8% | +23.6% | +38.2% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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