+112.5%
NET vs DOCS
-73.4%
+185.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -0.8% |
| 7D | -7.0% | -1.4% | -5.6% | -6.4% |
| 30D | -4.8% | +21.8% | -26.6% | -14.2% |
| 3M | +3.8% | +27.3% | -23.5% | -8.6% |
| 6M | +50.0% | -0.3% | +50.4% | +42.8% |
| YTD | +41.5% | -40.5% | +82.0% | +65.9% |
| 1Y | +32.8% | -61.5% | +94.4% | +86.3% |
| 3Y | +335.9% | +8.2% | +327.7% | +212.2% |
| All | +112.5% | -73.4% | +185.9% | +144.9% |
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 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