+14.5%
MDB vs DOCS
-60.9%
+75.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -3.3% |
| 7D | -17.4% | -1.4% | -16.0% | -17.1% |
| 30D | -2.0% | +21.8% | -23.8% | -8.0% |
| 3M | -3.0% | +27.3% | -30.3% | -10.0% |
| 6M | +48.7% | -0.3% | +49.0% | +41.7% |
| YTD | -12.1% | -40.5% | +28.4% | -9.4% |
| 1Y | +14.5% | -61.5% | +76.0% | +30.6% |
| All | +14.5% | -60.9% | +75.4% | +30.6% |
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 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