+189.8%
MU vs DOCS
-49.1%
+239.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +4.9% |
| 7D | -22.0% | -0.8% | -21.2% | -22.0% |
| 30D | -36.6% | +17.4% | -54.0% | -35.4% |
| 3M | -21.7% | +57.4% | -79.1% | -17.4% |
| 6M | +3.5% | +26.5% | -23.0% | +10.1% |
| YTD | +141.9% | -26.6% | +168.5% | +167.2% |
| 1Y | +189.8% | -48.1% | +237.9% | +218.0% |
| All | +189.8% | -49.1% | +239.0% | +218.0% |
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