+229.5%
GM vs DOCS
+39.4%
+190.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -0.2% | +2.6% | -2.7% | -0.3% |
| 30D | +3.6% | +11.4% | -7.9% | +2.9% |
| 3M | -0.2% | +25.4% | -25.6% | -1.5% |
| 6M | +13.9% | +42.5% | -28.6% | +11.3% |
| YTD | +6.5% | -24.7% | +31.2% | +7.7% |
| 1Y | +20.7% | -32.9% | +53.6% | +22.9% |
| 3Y | +229.5% | +39.6% | +189.9% | +201.5% |
| All | +229.5% | +39.4% | +190.1% | +201.5% |
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