+25.9%
LMT vs DOCS
-47.4%
+73.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.3% | -13.2% | -6.7% |
| 7D | -5.5% | +1.2% | -6.7% | -5.4% |
| 30D | +17.5% | +21.3% | -3.9% | +17.9% |
| 3M | +1.6% | +58.4% | -56.8% | +2.3% |
| 6M | +16.3% | +39.3% | -23.0% | +16.8% |
| YTD | +25.3% | -21.7% | +47.0% | +24.9% |
| 1Y | +25.9% | -47.3% | +73.2% | +28.3% |
| All | +25.9% | -47.4% | +73.3% | +28.3% |
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