+75.0%
SPY vs DOCS
+47.6%
+27.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.6% |
| 30D | -5.4% | +17.4% | -22.8% | -6.4% |
| 3M | -4.1% | +57.4% | -61.4% | -7.2% |
| 6M | +0.7% | +26.5% | -25.8% | -1.4% |
| YTD | +8.7% | -26.6% | +35.2% | +10.6% |
| 1Y | +10.9% | -48.1% | +58.9% | +15.9% |
| 3Y | +75.0% | +52.6% | +22.4% | +69.0% |
| All | +75.0% | +47.6% | +27.4% | +69.0% |
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