+38.7%
LIN vs DOCS
+57.4%
-18.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.3% | -3.8% | +2.4% |
| 7D | +3.3% | +1.2% | +2.0% | +3.2% |
| 30D | +8.8% | +21.3% | -12.5% | +8.3% |
| 3M | +8.6% | +58.4% | -49.8% | +7.3% |
| 6M | +7.0% | +39.3% | -32.3% | +5.9% |
| YTD | +24.3% | -21.7% | +46.0% | +25.0% |
| 1Y | +27.3% | -47.3% | +74.6% | +29.4% |
| All | +38.7% | +57.4% | -18.6% | +34.9% |
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