-50.3%
TEAM vs DOCS
-73.4%
+23.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.8% | +0.1% | -1.5% |
| 7D | -0.4% | -1.4% | +1.0% | +0.2% |
| 30D | +67.3% | +21.8% | +45.5% | +56.2% |
| 3M | +86.8% | +27.3% | +59.5% | +72.6% |
| 6M | +146.8% | -0.3% | +147.2% | +146.0% |
| YTD | +16.9% | -40.5% | +57.4% | +38.2% |
| 1Y | +12.8% | -61.5% | +74.3% | +52.2% |
| 3Y | -7.3% | +8.2% | -15.4% | -23.9% |
| All | -50.3% | -73.4% | +23.1% | -44.2% |
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