-55.8%
FIG vs DOCS
-60.9%
+5.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.8% | -1.6% | -3.4% |
| 7D | -16.3% | -1.4% | -14.9% | -15.9% |
| 30D | -14.3% | +21.8% | -36.1% | -21.7% |
| 3M | +7.2% | +27.3% | -20.1% | -3.8% |
| 6M | -18.6% | -0.3% | -18.3% | -20.5% |
| YTD | -35.5% | -40.5% | +5.0% | -19.1% |
| 1Y | -55.8% | -61.5% | +5.8% | -22.0% |
| All | -55.8% | -60.9% | +5.1% | -22.0% |
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