+1,000.1%
FLEX vs DOC
-2.1%
+1,002.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.3% |
| 7D | -0.9% | -1.5% | +0.6% | -0.2% |
| 30D | -10.1% | -4.8% | -5.4% | -8.3% |
| 3M | -31.3% | +6.9% | -38.2% | -34.1% |
| 6M | +71.3% | +20.7% | +50.5% | +56.7% |
| YTD | +81.2% | +34.1% | +47.1% | +58.1% |
| 1Y | +98.5% | +22.6% | +75.9% | +79.0% |
| 3Y | +428.2% | +20.8% | +407.4% | +368.5% |
| 5Y | +657.3% | -24.9% | +682.1% | +719.4% |
| All | +1,000.1% | -2.1% | +1,002.1% | +993.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling