+34.0%
USB vs DOCS
-60.9%
+94.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | -0.2% |
| 7D | +1.4% | -1.4% | +2.9% | +1.5% |
| 30D | -1.3% | +21.8% | -23.1% | -2.3% |
| 3M | +15.2% | +27.3% | -12.1% | +13.9% |
| 6M | +18.8% | -0.3% | +19.2% | +19.4% |
| YTD | +21.0% | -40.5% | +61.5% | +27.4% |
| 1Y | +34.0% | -61.5% | +95.6% | +49.7% |
| All | +34.0% | -60.9% | +94.9% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling