-29.0%
TEAM vs DOCS
-36.0%
+7.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.8% | +0.1% | -1.6% |
| 7D | -0.4% | -1.4% | +1.0% | +0.1% |
| 30D | +67.3% | +21.8% | +45.5% | +57.3% |
| 3M | +86.8% | +27.3% | +59.5% | +74.0% |
| 6M | +146.8% | -0.3% | +147.2% | +146.4% |
| YTD | +16.9% | -40.5% | +57.4% | +35.9% |
| 1Y | +12.8% | -61.5% | +74.3% | +47.7% |
| 3Y | -7.3% | +8.2% | -15.4% | -20.3% |
| 5Y | -50.7% | -73.4% | +22.7% | -46.9% |
| All | -29.0% | -36.0% | +7.0% | -24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling