-11.4%
TEAM vs DOCS
+47.6%
-59.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.0% | -14.1% | -15.4% |
| 7D | -19.8% | -0.8% | -19.1% | -19.6% |
| 30D | -21.5% | +17.4% | -38.9% | -25.9% |
| 3M | +39.5% | +57.4% | -17.9% | +19.8% |
| 6M | +73.1% | +26.5% | +46.5% | +56.4% |
| YTD | -5.2% | -26.6% | +21.4% | -4.4% |
| 1Y | -1.6% | -48.1% | +46.5% | +5.4% |
| 3Y | -11.4% | +52.6% | -64.1% | -22.9% |
| All | -11.4% | +47.6% | -59.0% | -22.9% |
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 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