+18.3%
NOW vs DOCS
+9.5%
+8.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -2.4% |
| 7D | -2.4% | -1.4% | -1.0% | -2.0% |
| 30D | +20.5% | +21.8% | -1.3% | +14.9% |
| 3M | +18.3% | +27.3% | -8.9% | +12.1% |
| 6M | +24.1% | -0.3% | +24.4% | +21.7% |
| YTD | -7.8% | -40.5% | +32.7% | -2.6% |
| 1Y | -21.4% | -61.5% | +40.1% | -12.1% |
| All | +18.3% | +9.5% | +8.8% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling