+386.0%
FLEX vs DOCS
-54.0%
+440.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.3% | -9.3% | -13.1% |
| 7D | -28.3% | -1.3% | -27.0% | -28.2% |
| 30D | -45.0% | +19.4% | -64.4% | -46.1% |
| 3M | -45.2% | +53.4% | -98.6% | -48.5% |
| 6M | -30.8% | +28.8% | -59.6% | -34.0% |
| YTD | +10.4% | -25.1% | +35.5% | +13.6% |
| 1Y | +2.3% | -48.1% | +50.4% | +11.5% |
| 3Y | +238.9% | +51.4% | +187.5% | +195.6% |
| 5Y | +386.0% | -51.1% | +437.1% | +384.7% |
| All | +386.0% | -54.0% | +440.0% | +384.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling