+43.1%
SHW vs DOCS
+50.6%
-7.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.3% | +0.3% | -3.8% |
| 7D | +5.7% | -1.3% | +7.1% | +5.8% |
| 30D | +8.7% | +19.4% | -10.7% | +7.7% |
| 3M | -5.4% | +53.4% | -58.8% | -7.6% |
| 6M | +12.2% | +28.8% | -16.5% | +10.3% |
| YTD | +8.5% | -25.1% | +33.5% | +9.3% |
| 1Y | +4.9% | -48.1% | +53.1% | +7.6% |
| All | +43.1% | +50.6% | -7.5% | +35.6% |
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