+663.2%
FLEX vs DOCS
-73.4%
+736.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +1.8% |
| 7D | -0.9% | -1.4% | +0.5% | -0.7% |
| 30D | -10.1% | +21.8% | -32.0% | -12.8% |
| 3M | -31.3% | +27.3% | -58.6% | -34.0% |
| 6M | +71.3% | -0.3% | +71.6% | +68.5% |
| YTD | +81.2% | -40.5% | +121.7% | +91.1% |
| 1Y | +98.5% | -61.5% | +160.0% | +123.5% |
| 3Y | +428.2% | +8.2% | +420.1% | +387.9% |
| All | +663.2% | -73.4% | +736.6% | +661.1% |
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 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