+10.2%
FLEX vs DOCS
-49.1%
+59.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.0% | +6.6% | +4.3% |
| 7D | -19.3% | -0.8% | -18.6% | -19.3% |
| 30D | -41.5% | +17.4% | -58.9% | -40.1% |
| 3M | -43.1% | +57.4% | -100.5% | -39.1% |
| 6M | -48.2% | +26.5% | -74.8% | -44.7% |
| YTD | +15.5% | -26.6% | +42.1% | +18.0% |
| 1Y | +10.2% | -48.1% | +58.3% | +16.5% |
| All | +10.2% | -49.1% | +59.4% | +16.5% |
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