+521.0%
LITE vs DOCS
-60.9%
+581.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.8% | +6.8% | +3.7% |
| 7D | -1.5% | -1.4% | -0.1% | -1.6% |
| 30D | +6.7% | +21.8% | -15.2% | +8.1% |
| 3M | -6.8% | +27.3% | -34.0% | -4.6% |
| 6M | +29.4% | -0.3% | +29.8% | +33.5% |
| YTD | +139.1% | -40.5% | +179.6% | +162.9% |
| 1Y | +521.0% | -61.5% | +582.5% | +688.3% |
| All | +521.0% | -60.9% | +581.9% | +688.3% |
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 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