+54.7%
RSP vs DOCS
+9.5%
+45.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | -0.3% |
| 7D | -0.8% | -1.4% | +0.7% | -0.7% |
| 30D | -0.3% | +21.8% | -22.2% | -1.8% |
| 3M | +4.3% | +27.3% | -23.0% | +2.4% |
| 6M | +8.8% | -0.3% | +9.2% | +8.2% |
| YTD | +15.3% | -40.5% | +55.8% | +18.5% |
| 1Y | +18.3% | -61.5% | +79.8% | +25.3% |
| All | +54.7% | +9.5% | +45.2% | +47.8% |
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 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