+55.2%
EWT vs DOCS
-47.4%
+102.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.3% | -7.6% | -1.2% |
| 7D | -10.9% | +1.2% | -12.1% | -10.9% |
| 30D | -17.7% | +21.3% | -39.0% | -17.6% |
| 3M | -5.0% | +58.4% | -63.4% | -4.7% |
| 6M | +7.4% | +39.3% | -31.9% | +8.3% |
| YTD | +52.8% | -21.7% | +74.5% | +55.2% |
| 1Y | +55.2% | -47.3% | +102.5% | +61.8% |
| All | +55.2% | -47.4% | +102.6% | +61.8% |
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 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