+52.4%
GEV vs DOCS
-47.4%
+99.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +6.3% | -15.6% | -8.4% |
| 7D | -5.1% | +1.2% | -6.4% | -4.8% |
| 30D | -15.8% | +21.3% | -37.1% | -13.4% |
| 3M | -18.2% | +58.4% | -76.6% | -12.5% |
| 6M | -22.4% | +39.3% | -61.7% | -16.7% |
| YTD | +27.7% | -21.7% | +49.4% | +32.5% |
| 1Y | +52.4% | -47.3% | +99.7% | +53.6% |
| All | +52.4% | -47.4% | +99.8% | +53.6% |
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