-10.7%
NOW vs DOCS
+57.4%
-68.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.7% | -1.7% |
| 7D | -27.5% | +1.2% | -28.7% | -27.6% |
| 30D | -20.0% | +21.3% | -41.3% | -23.3% |
| 3M | -7.9% | +58.4% | -66.3% | -17.1% |
| 6M | +18.3% | +39.3% | -21.0% | +8.3% |
| YTD | -29.0% | -21.7% | -7.3% | -29.5% |
| 1Y | -38.7% | -47.3% | +8.6% | -36.0% |
| All | -10.7% | +57.4% | -68.1% | -16.1% |
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