+267.4%
SPOT vs DOCS
+50.6%
+216.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -1.7% |
| 7D | +10.3% | -1.3% | +11.6% | +10.4% |
| 30D | +25.9% | +19.4% | +6.5% | +23.5% |
| 3M | +27.4% | +53.4% | -26.0% | +21.1% |
| 6M | +46.5% | +28.8% | +17.7% | +41.0% |
| YTD | +5.8% | -25.1% | +30.9% | +6.9% |
| 1Y | -0.9% | -48.1% | +47.2% | +3.4% |
| All | +267.4% | +50.6% | +216.8% | +276.3% |
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