+85.8%
TT vs DOCS
+50.6%
+35.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.1% | -4.2% |
| 7D | -9.0% | -1.3% | -7.6% | -8.9% |
| 30D | -17.6% | +19.4% | -37.0% | -18.3% |
| 3M | -18.7% | +53.4% | -72.1% | -20.5% |
| 6M | -17.4% | +28.8% | -46.2% | -18.7% |
| YTD | +1.5% | -25.1% | +26.6% | +4.3% |
| 1Y | -9.4% | -48.1% | +38.8% | -3.8% |
| All | +85.8% | +50.6% | +35.2% | +77.3% |
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