+157.1%
EQT vs DOCS
-51.8%
+208.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -2.3% |
| 7D | -10.5% | -0.8% | -9.8% | -10.5% |
| 30D | -5.3% | +17.4% | -22.7% | -6.2% |
| 3M | -4.0% | +57.4% | -61.3% | -7.1% |
| 6M | -13.3% | +26.5% | -39.9% | -15.2% |
| YTD | -6.7% | -26.6% | +19.8% | -5.2% |
| 1Y | -11.2% | -48.1% | +36.9% | -7.5% |
| 3Y | +21.6% | +52.6% | -31.0% | +14.8% |
| All | +157.1% | -51.8% | +208.9% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling