+11.9%
RTX vs DOCS
-49.5%
+61.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.3% | +1.0% | -3.4% |
| 7D | -3.8% | -1.3% | -2.4% | -3.8% |
| 30D | +4.7% | +19.4% | -14.7% | +5.0% |
| 3M | -13.4% | +53.4% | -66.8% | -12.7% |
| 6M | +11.8% | +28.8% | -16.9% | +11.9% |
| YTD | +5.8% | -25.1% | +30.8% | +3.0% |
| 1Y | +11.9% | -48.1% | +60.1% | +6.3% |
| All | +11.9% | -49.5% | +61.4% | +6.3% |
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