+58.6%
EWY vs DOCS
-38.0%
+96.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.7% | +6.3% |
| 7D | -2.8% | -4.2% | +1.3% | -3.1% |
| 30D | -13.1% | +8.6% | -21.7% | -12.5% |
| 3M | -11.6% | +27.2% | -38.8% | -9.9% |
| 6M | -23.4% | +26.5% | -49.9% | -20.8% |
| YTD | +52.0% | -25.0% | +77.0% | +52.8% |
| 1Y | +58.6% | -37.0% | +95.6% | +58.2% |
| All | +58.6% | -38.0% | +96.6% | +58.2% |
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