+58.1%
EQT vs DOC
+21.2%
+36.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +6.9% | -0.9% | +7.8% | +7.2% |
| 30D | +0.4% | +7.7% | -7.3% | -1.9% |
| 3M | -2.0% | -2.0% | 0.0% | -1.7% |
| 6M | -5.0% | +5.9% | -10.8% | -7.3% |
| YTD | -0.3% | +31.8% | -32.1% | -10.3% |
| 1Y | -11.3% | +22.5% | -33.8% | -18.3% |
| 3Y | +38.3% | +54.7% | -16.4% | +15.6% |
| 5Y | +166.4% | -21.3% | +187.7% | +176.7% |
| All | +58.1% | +21.2% | +36.9% | +32.3% |
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