+3.4%
EXC vs DOCS
-47.4%
+50.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.3% | -4.7% | +1.8% |
| 7D | +3.3% | +1.2% | +2.1% | +3.3% |
| 30D | +13.3% | +21.3% | -8.0% | +13.8% |
| 3M | +1.8% | +58.4% | -56.5% | +3.1% |
| 6M | +1.1% | +39.3% | -38.2% | +1.9% |
| YTD | +9.0% | -21.7% | +30.7% | +6.2% |
| 1Y | +3.4% | -47.3% | +50.7% | -1.2% |
| All | +3.4% | -47.4% | +50.8% | -1.2% |
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