+69.4%
LIN vs DOCS
-53.1%
+122.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.3% | -3.8% | +2.2% |
| 7D | +3.3% | +1.2% | +2.0% | +3.2% |
| 30D | +8.8% | +21.3% | -12.5% | +7.3% |
| 3M | +8.6% | +58.4% | -49.8% | +4.8% |
| 6M | +7.0% | +39.3% | -32.3% | +3.8% |
| YTD | +24.3% | -21.7% | +46.0% | +25.5% |
| 1Y | +27.3% | -47.3% | +74.6% | +32.3% |
| 3Y | +38.9% | +58.2% | -19.2% | +25.9% |
| 5Y | +69.4% | -52.3% | +121.7% | +65.1% |
| All | +69.4% | -53.1% | +122.5% | +65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling