+141.2%
PSX vs DOCS
+9.5%
+131.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +2.9% | +0.3% |
| 7D | +4.5% | -1.4% | +6.0% | +4.6% |
| 30D | +26.6% | +21.8% | +4.8% | +25.1% |
| 3M | +39.3% | +27.3% | +12.0% | +37.1% |
| 6M | +56.8% | -0.3% | +57.2% | +56.0% |
| YTD | +101.8% | -40.5% | +142.3% | +106.4% |
| 1Y | +99.6% | -61.5% | +161.2% | +109.4% |
| All | +141.2% | +9.5% | +131.8% | +131.9% |
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 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