+9.4%
TEAM vs DOC
+43.5%
-34.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -1.2% |
| 7D | -13.7% | +8.7% | -22.5% | -15.1% |
| 30D | -3.4% | +7.6% | -11.1% | -4.8% |
| 3M | +72.1% | -5.3% | +77.4% | +74.0% |
| 6M | +103.8% | +27.6% | +76.2% | +93.6% |
| YTD | +17.1% | +32.4% | -15.3% | +9.3% |
| 1Y | +15.1% | +22.9% | -7.8% | +9.9% |
| All | +9.4% | +43.5% | -34.1% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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