+19.0%
PG vs DOCS
-39.1%
+58.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.8% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +12.0% | +7.8% | +4.3% | +12.1% |
| 3M | +16.2% | +20.0% | -3.7% | +16.3% |
| 6M | +16.6% | +26.5% | -9.9% | +16.4% |
| YTD | +20.9% | -25.8% | +46.6% | +22.3% |
| All | +19.0% | -39.1% | +58.2% | +23.8% |
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 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