+157.1%
EQT vs DOC
-21.4%
+178.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.6% |
| 7D | -10.5% | +6.5% | -17.0% | -12.3% |
| 30D | -5.3% | +9.2% | -14.4% | -8.0% |
| 3M | -4.0% | -2.5% | -1.5% | -3.5% |
| 6M | -13.3% | +7.1% | -20.4% | -16.1% |
| YTD | -6.7% | +33.0% | -39.7% | -18.0% |
| 1Y | -11.2% | +23.3% | -34.4% | -19.4% |
| 3Y | +21.6% | +44.9% | -23.3% | -2.3% |
| All | +157.1% | -21.4% | +178.6% | +213.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling