+25.3%
V vs DOCS
-49.5%
+74.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.3% | +1.1% | -2.9% |
| 7D | +2.9% | -1.3% | +4.3% | +3.0% |
| 30D | +14.0% | +19.4% | -5.4% | +13.0% |
| 3M | +14.9% | +53.4% | -38.5% | +12.5% |
| 6M | +31.7% | +28.8% | +3.0% | +30.3% |
| YTD | +21.2% | -25.1% | +46.3% | +24.9% |
| 1Y | +25.3% | -48.1% | +73.4% | +32.2% |
| All | +25.3% | -49.5% | +74.7% | +32.2% |
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 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