+50.2%
FDX vs DOCS
-49.1%
+99.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -2.7% |
| 7D | -1.6% | -0.8% | -0.9% | -1.6% |
| 30D | +6.6% | +17.4% | -10.8% | +6.8% |
| 3M | -2.1% | +57.4% | -59.4% | -1.1% |
| 6M | +2.2% | +26.5% | -24.4% | +3.1% |
| YTD | +33.9% | -26.6% | +60.5% | +37.1% |
| 1Y | +50.2% | -48.1% | +98.3% | +58.4% |
| All | +50.2% | -49.1% | +99.4% | +58.4% |
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