+9.9%
EQT vs DOCS
-65.1%
+75.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.3% | +7.2% | -0.2% |
| 7D | -0.8% | -7.3% | +6.5% | -0.9% |
| 30D | +6.6% | -10.9% | +17.5% | +6.5% |
| 3M | +4.4% | +20.3% | -15.9% | +4.4% |
| 6M | -10.5% | -3.6% | -6.9% | -10.1% |
| YTD | +3.7% | -44.9% | +48.6% | +8.0% |
| 1Y | +9.9% | -64.9% | +74.7% | +22.9% |
| All | +9.9% | -65.1% | +75.0% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling