+51.9%
EWY vs DOCS
-39.1%
+91.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.8% |
| 7D | -6.3% | 0.0% | -6.3% | -6.2% |
| 30D | -19.8% | +7.8% | -27.6% | -19.3% |
| 3M | -14.4% | +20.0% | -34.4% | -13.0% |
| 6M | -25.3% | +26.5% | -51.8% | -22.8% |
| YTD | +46.2% | -25.8% | +71.9% | +46.7% |
| All | +51.9% | -39.1% | +91.0% | +51.2% |
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