+128.6%
MAR vs DOCS
+57.4%
+71.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.3% | -4.3% | +1.5% |
| 7D | +7.7% | +1.2% | +6.5% | +7.6% |
| 30D | +19.4% | +21.3% | -1.9% | +17.6% |
| 3M | +23.3% | +58.4% | -35.1% | +18.5% |
| 6M | +22.8% | +39.3% | -16.4% | +18.7% |
| YTD | +37.8% | -21.7% | +59.5% | +40.7% |
| 1Y | +57.4% | -47.3% | +104.7% | +67.3% |
| All | +128.6% | +57.4% | +71.2% | +116.6% |
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