+86.4%
U vs DOCS
+32.7%
+53.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.8% | -1.8% |
| 7D | +24.4% | -0.6% | +24.9% | +24.3% |
| 30D | +7.4% | +6.3% | +1.1% | +5.7% |
| 3M | +16.8% | +26.5% | -9.7% | +10.1% |
| 6M | +78.8% | +24.8% | +54.0% | +65.4% |
| YTD | +14.0% | -26.8% | +40.8% | +18.3% |
| 1Y | +16.7% | -38.3% | +55.0% | +25.1% |
| 3Y | +86.4% | +36.0% | +50.3% | +41.3% |
| All | +86.4% | +32.7% | +53.7% | +41.3% |
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