+295.0%
FLEX vs DOCS
+57.4%
+237.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +6.3% | -18.7% | -12.7% |
| 7D | -17.0% | +1.2% | -18.2% | -17.0% |
| 30D | -33.8% | +21.3% | -55.2% | -34.6% |
| 3M | -39.0% | +58.4% | -97.4% | -41.0% |
| 6M | -15.9% | +39.3% | -55.2% | -18.0% |
| YTD | +27.8% | -21.7% | +49.5% | +33.2% |
| 1Y | +25.0% | -47.3% | +72.3% | +37.7% |
| All | +295.0% | +57.4% | +237.6% | +270.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling