+3,045.3%
EQT vs DOC
+2,974.4%
+70.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.2% |
| 7D | +1.1% | -1.5% | +2.6% | +1.6% |
| 30D | +7.7% | -4.8% | +12.5% | +9.2% |
| 3M | +0.2% | +6.9% | -6.7% | -2.2% |
| 6M | -9.5% | +20.7% | -30.2% | -15.9% |
| YTD | +3.8% | +34.1% | -30.3% | -6.9% |
| 1Y | +7.8% | +22.6% | -14.9% | -0.7% |
| 3Y | +30.1% | +20.8% | +9.3% | +18.5% |
| 5Y | +188.6% | -24.9% | +213.5% | +204.6% |
| 10Y | +54.6% | -1.8% | +56.4% | +39.9% |
| All | +3,045.3% | +2,974.4% | +70.9% | +1,644.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling