+1,027.5%
MU vs DOCS
-53.1%
+1,080.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.3% | -13.4% | -7.9% |
| 7D | -19.1% | +1.2% | -20.3% | -19.3% |
| 30D | -25.2% | +21.3% | -46.6% | -27.4% |
| 3M | -10.9% | +58.4% | -69.3% | -17.9% |
| 6M | +38.0% | +39.3% | -1.3% | +28.2% |
| YTD | +178.8% | -21.7% | +200.5% | +186.2% |
| 1Y | +265.1% | -47.3% | +312.5% | +303.5% |
| 3Y | +1,006.2% | +58.2% | +948.1% | +822.3% |
| 5Y | +1,027.5% | -52.3% | +1,079.8% | +987.8% |
| All | +1,027.5% | -53.1% | +1,080.6% | +987.8% |
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