+161.8%
MAR vs DOCS
-73.4%
+235.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.4% |
| 7D | -4.2% | -1.4% | -2.7% | -4.0% |
| 30D | -6.7% | +21.8% | -28.5% | -9.4% |
| 3M | -12.5% | +27.3% | -39.8% | -15.6% |
| 6M | +0.6% | -0.3% | +0.9% | -0.8% |
| YTD | +9.1% | -40.5% | +49.6% | +14.4% |
| 1Y | +26.2% | -61.5% | +87.8% | +39.5% |
| 3Y | +68.2% | +8.2% | +60.0% | +56.1% |
| All | +161.8% | -73.4% | +235.3% | +157.1% |
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