+176.6%
EQT vs DOCS
-40.7%
+217.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.3% | +7.2% | +0.3% |
| 7D | -0.8% | -7.3% | +6.5% | -0.5% |
| 30D | +6.6% | -10.9% | +17.5% | +7.2% |
| 3M | +4.4% | +20.3% | -15.9% | +2.8% |
| 6M | -10.5% | -3.6% | -6.9% | -11.0% |
| YTD | +3.7% | -44.9% | +48.6% | +6.8% |
| 1Y | +9.9% | -64.9% | +74.7% | +16.3% |
| 3Y | +35.4% | +7.6% | +27.7% | +31.8% |
| 5Y | +189.2% | -74.0% | +263.1% | +184.2% |
| All | +176.6% | -40.7% | +217.3% | +165.7% |
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