+46.2%
SLB vs DOCS
-47.4%
+93.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.3% | -7.4% | -0.8% |
| 7D | -4.1% | +1.2% | -5.3% | -4.0% |
| 30D | +2.5% | +21.3% | -18.8% | +3.6% |
| 3M | +2.0% | +58.4% | -56.4% | +4.9% |
| 6M | -6.3% | +39.3% | -45.6% | -3.2% |
| YTD | +36.5% | -21.7% | +58.2% | +45.3% |
| 1Y | +46.2% | -47.3% | +93.6% | +66.0% |
| All | +46.2% | -47.4% | +93.7% | +66.0% |
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