+148.6%
TE vs DOCS
-60.9%
+209.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | +1.4% |
| 7D | -4.0% | -1.4% | -2.5% | -3.9% |
| 30D | -15.9% | +21.8% | -37.7% | -16.6% |
| 3M | -60.5% | +27.3% | -87.8% | -60.9% |
| 6M | -35.2% | -0.3% | -34.9% | -36.8% |
| YTD | -31.1% | -40.5% | +9.4% | -36.7% |
| 1Y | +148.6% | -61.5% | +210.2% | +146.9% |
| All | +148.6% | -60.9% | +209.5% | +146.9% |
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