+5.7%
HCA vs DOCS
-49.1%
+54.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.4% | -2.4% |
| 7D | +4.6% | -0.8% | +5.4% | +4.6% |
| 30D | +12.7% | +17.4% | -4.7% | +12.6% |
| 3M | +21.3% | +57.4% | -36.1% | +21.1% |
| 6M | +15.7% | +26.5% | -10.8% | +14.8% |
| YTD | +6.6% | -26.6% | +33.2% | +4.7% |
| 1Y | +5.7% | -48.1% | +53.8% | +5.6% |
| All | +5.7% | -49.1% | +54.9% | +5.6% |
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