+151.3%
EQT vs DOCS
-20.2%
+171.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +1.0% |
| 7D | -8.7% | 0.0% | -8.7% | -8.7% |
| 30D | -5.2% | +7.8% | -13.0% | -5.6% |
| 3M | -3.1% | +20.0% | -23.1% | -4.2% |
| 6M | -10.3% | +26.5% | -36.8% | -12.0% |
| YTD | -5.8% | -25.8% | +20.0% | -4.6% |
| 1Y | -12.9% | -39.5% | +26.6% | -10.7% |
| 3Y | +32.0% | +60.3% | -28.3% | +25.8% |
| 5Y | +164.6% | -57.0% | +221.7% | +155.7% |
| All | +151.3% | -20.2% | +171.4% | +137.4% |
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