-8.4%
T vs DOCS
-49.1%
+40.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.9% |
| 7D | +1.0% | -0.8% | +1.8% | +1.0% |
| 30D | -10.6% | +17.4% | -28.0% | -10.5% |
| 3M | -7.7% | +57.4% | -65.1% | -7.4% |
| 6M | -13.3% | +26.5% | -39.9% | -13.2% |
| YTD | -8.8% | -26.6% | +17.8% | -7.3% |
| 1Y | -8.4% | -48.1% | +39.7% | -6.0% |
| All | -8.4% | -49.1% | +40.7% | -6.0% |
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 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