+142.5%
PSX vs DOCS
+35.5%
+107.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.9% |
| 7D | -7.8% | -0.6% | -7.3% | -7.8% |
| 30D | -9.9% | +6.3% | -16.2% | -10.1% |
| 3M | +16.9% | +26.5% | -9.6% | +15.7% |
| 6M | +48.0% | +24.8% | +23.2% | +45.9% |
| YTD | +98.3% | -26.8% | +125.1% | +100.8% |
| 1Y | +86.2% | -38.3% | +124.5% | +90.3% |
| All | +142.5% | +35.5% | +107.0% | +144.6% |
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