+123.7%
SLV vs DOCS
+57.4%
+66.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.3% | -1.2% | +4.9% |
| 7D | -3.9% | +1.2% | -5.1% | -3.9% |
| 30D | -14.5% | +21.3% | -35.8% | -15.2% |
| 3M | -12.4% | +58.4% | -70.8% | -14.4% |
| 6M | -28.5% | +39.3% | -67.8% | -29.8% |
| YTD | -26.8% | -21.7% | -5.1% | -26.2% |
| 1Y | +10.3% | -47.3% | +57.7% | +13.3% |
| All | +123.7% | +57.4% | +66.3% | +110.0% |
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 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