-14.3%
EQT vs DOC
+23.5%
-37.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.7% | +1.2% |
| 7D | -8.7% | +5.9% | -14.6% | -8.1% |
| 30D | -5.2% | +10.3% | -15.5% | -4.2% |
| 3M | -3.1% | -2.2% | -0.9% | -3.2% |
| 6M | -10.3% | +8.2% | -18.4% | -9.9% |
| YTD | -5.8% | +35.4% | -41.1% | -5.1% |
| All | -14.3% | +23.5% | -37.8% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling