-0.3%
SPOT vs DOCS
-47.4%
+47.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.3% | -1.8% | +3.9% |
| 7D | +16.6% | +1.2% | +15.4% | +16.4% |
| 30D | +29.9% | +21.3% | +8.6% | +27.2% |
| 3M | +31.3% | +58.4% | -27.1% | +24.3% |
| 6M | +43.2% | +39.3% | +3.9% | +36.4% |
| YTD | +8.1% | -21.7% | +29.8% | +2.6% |
| 1Y | -0.3% | -47.3% | +47.0% | -7.2% |
| All | -0.3% | -47.4% | +47.1% | -7.2% |
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