+46.6%
TGT vs DOCS
+9.5%
+37.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.0% | +0.4% |
| 7D | +0.8% | -1.4% | +2.2% | +0.8% |
| 30D | +12.2% | +21.8% | -9.6% | +10.7% |
| 3M | +33.8% | +27.3% | +6.5% | +31.7% |
| 6M | +39.3% | -0.3% | +39.6% | +38.6% |
| YTD | +72.9% | -40.5% | +113.4% | +77.3% |
| 1Y | +84.6% | -61.5% | +146.1% | +95.1% |
| All | +46.6% | +9.5% | +37.1% | +39.2% |
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 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