-10.7%
EQT vs DOC
+22.2%
-32.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.1% |
| 7D | -3.8% | +4.3% | -8.2% | -3.4% |
| 30D | -1.3% | +9.2% | -10.4% | -0.3% |
| 3M | -3.5% | -0.8% | -2.7% | -3.5% |
| 6M | -6.5% | +7.1% | -13.6% | -6.3% |
| YTD | -1.8% | +34.0% | -35.8% | -1.2% |
| 1Y | -10.7% | +23.2% | -33.9% | -9.5% |
| All | -10.7% | +22.2% | -32.9% | -9.5% |
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