+14.5%
NET vs DOCS
-47.4%
+61.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.3% | -8.9% | -3.5% |
| 7D | -16.4% | +1.2% | -17.6% | -16.5% |
| 30D | -25.8% | +21.3% | -47.2% | -28.1% |
| 3M | -11.5% | +58.4% | -69.9% | -18.1% |
| 6M | +18.9% | +39.3% | -20.4% | +10.5% |
| YTD | +35.2% | -21.7% | +56.9% | +25.6% |
| 1Y | +14.5% | -47.3% | +61.8% | +3.9% |
| All | +14.5% | -47.4% | +61.9% | +3.9% |
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