+165.9%
EQT vs DOCS
-19.0%
+184.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.8% |
| 7D | +6.9% | +2.6% | +4.3% | +6.8% |
| 30D | +0.4% | +11.4% | -11.0% | -0.2% |
| 3M | -2.0% | +25.4% | -27.4% | -3.3% |
| 6M | -5.0% | +42.5% | -47.5% | -7.5% |
| YTD | -0.3% | -24.7% | +24.4% | +0.9% |
| 1Y | -11.3% | -32.9% | +21.6% | -9.6% |
| 3Y | +38.3% | +39.6% | -1.3% | +32.9% |
| 5Y | +166.4% | -54.6% | +221.0% | +157.1% |
| All | +165.9% | -19.0% | +184.9% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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