-58.4%
TEAM vs DOCS
-54.0%
-4.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.3% | +0.8% | -1.7% |
| 7D | -10.2% | -1.3% | -8.9% | -9.8% |
| 30D | -5.5% | +19.4% | -24.9% | -12.3% |
| 3M | +61.7% | +53.4% | +8.3% | +36.7% |
| 6M | +98.5% | +28.8% | +69.7% | +77.3% |
| YTD | +13.0% | -25.1% | +38.1% | +22.1% |
| 1Y | +13.5% | -48.1% | +61.7% | +37.8% |
| 3Y | +3.6% | +51.4% | -47.8% | -28.1% |
| 5Y | -58.4% | -51.1% | -7.3% | -57.9% |
| All | -58.4% | -54.0% | -4.4% | -57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling