+14.7%
RTX vs DOCS
-47.4%
+62.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.3% | -9.0% | -2.5% |
| 7D | +1.3% | +1.2% | +0.1% | +1.4% |
| 30D | +7.6% | +21.3% | -13.7% | +8.0% |
| 3M | -8.6% | +58.4% | -67.0% | -7.9% |
| 6M | +15.6% | +39.3% | -23.7% | +16.1% |
| YTD | +9.4% | -21.7% | +31.1% | +6.7% |
| 1Y | +14.7% | -47.3% | +62.0% | +8.9% |
| All | +14.7% | -47.4% | +62.1% | +8.9% |
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 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