+197.0%
EWT vs DOCS
+9.5%
+187.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.6% | +2.0% |
| 7D | +4.0% | -1.4% | +5.4% | +4.0% |
| 30D | +10.3% | +21.8% | -11.5% | +8.6% |
| 3M | +6.1% | +27.3% | -21.2% | +4.0% |
| 6M | +56.6% | -0.3% | +57.0% | +55.8% |
| YTD | +76.6% | -40.5% | +117.1% | +83.0% |
| 1Y | +97.9% | -61.5% | +159.4% | +113.1% |
| All | +197.0% | +9.5% | +187.5% | +185.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling