+176.9%
EQT vs DOCS
-36.0%
+212.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.6% |
| 7D | +1.1% | -1.4% | +2.5% | +1.2% |
| 30D | +7.7% | +21.8% | -14.1% | +6.2% |
| 3M | +0.2% | +27.3% | -27.1% | -1.6% |
| 6M | -9.5% | -0.3% | -9.1% | -10.1% |
| YTD | +3.8% | -40.5% | +44.3% | +6.5% |
| 1Y | +7.8% | -61.5% | +69.3% | +13.5% |
| 3Y | +30.1% | +8.2% | +22.0% | +26.7% |
| 5Y | +188.6% | -73.4% | +262.0% | +183.3% |
| All | +176.9% | -36.0% | +212.9% | +164.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling