+9.3%
SPY vs DOCS
-49.5%
+58.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.1% | -4.3% |
| 7D | -4.7% | -1.3% | -3.4% | -4.7% |
| 30D | -5.9% | +19.4% | -25.3% | -6.2% |
| 3M | -4.5% | +53.4% | -57.9% | -5.3% |
| 6M | +1.8% | +28.8% | -27.0% | +1.3% |
| YTD | +8.3% | -25.1% | +33.4% | +9.1% |
| 1Y | +9.3% | -48.1% | +57.5% | +12.5% |
| All | +9.3% | -49.5% | +58.8% | +12.5% |
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