+59.2%
EWT vs DOCS
-33.3%
+92.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +9.1% | +2.6% | +6.6% | +9.1% |
| 30D | -12.2% | +11.4% | -23.7% | -12.0% |
| 3M | -9.4% | +25.4% | -34.8% | -9.1% |
| 6M | +2.7% | +42.5% | -39.9% | +3.7% |
| YTD | +53.3% | -24.7% | +78.0% | +55.3% |
| 1Y | +59.2% | -32.9% | +92.1% | +62.1% |
| All | +59.2% | -33.3% | +92.5% | +62.1% |
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