+157.8%
HCA vs DOCS
-21.3%
+179.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +9.0% | -0.6% | +9.5% | +9.0% |
| 30D | +11.8% | +6.3% | +5.5% | +11.5% |
| 3M | +22.1% | +26.5% | -4.4% | +20.5% |
| 6M | +16.4% | +24.8% | -8.4% | +14.4% |
| YTD | +8.6% | -26.8% | +35.4% | +9.7% |
| 1Y | +10.6% | -38.3% | +48.9% | +12.7% |
| 3Y | +121.7% | +36.0% | +85.6% | +107.5% |
| 5Y | +114.5% | -55.0% | +169.4% | +102.6% |
| All | +157.8% | -21.3% | +179.0% | +153.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling