+25.9%
GM vs DOCS
-38.0%
+63.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.2% | +0.2% |
| 7D | -3.8% | -4.2% | +0.4% | -3.7% |
| 30D | +7.9% | +8.6% | -0.7% | +7.7% |
| 3M | -0.3% | +27.2% | -27.5% | -1.0% |
| 6M | +18.6% | +26.5% | -7.9% | +17.8% |
| YTD | +10.0% | -25.0% | +35.0% | +11.7% |
| 1Y | +25.9% | -37.0% | +62.9% | +32.1% |
| All | +25.9% | -38.0% | +63.9% | +32.1% |
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 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