+7.5%
SLV vs DOCS
-49.5%
+57.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | -0.4% |
| 7D | -0.7% | -1.3% | +0.6% | -0.7% |
| 30D | -15.4% | +19.4% | -34.8% | -15.6% |
| 3M | -16.3% | +53.4% | -69.7% | -17.1% |
| 6M | -28.8% | +28.8% | -57.6% | -29.0% |
| YTD | -27.1% | -25.1% | -2.1% | -24.6% |
| 1Y | +7.5% | -48.1% | +55.7% | +9.6% |
| All | +7.5% | -49.5% | +57.0% | +9.6% |
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 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