+121.7%
HCA vs DOCS
+32.7%
+89.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | -0.1% |
| 7D | +9.0% | -0.6% | +9.5% | +9.0% |
| 30D | +11.8% | +6.3% | +5.5% | +11.7% |
| 3M | +22.1% | +26.5% | -4.4% | +21.6% |
| 6M | +16.4% | +24.8% | -8.4% | +15.7% |
| YTD | +8.6% | -26.8% | +35.4% | +8.9% |
| 1Y | +10.6% | -38.3% | +48.9% | +11.1% |
| 3Y | +121.7% | +36.0% | +85.6% | +110.0% |
| All | +121.7% | +32.7% | +89.0% | +110.0% |
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