+72.2%
V vs DOCS
-73.4%
+145.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.8% |
| 7D | -1.7% | -1.4% | -0.3% | -1.6% |
| 30D | +2.0% | +21.8% | -19.9% | +0.1% |
| 3M | +17.4% | +27.3% | -9.9% | +14.7% |
| 6M | +17.5% | -0.3% | +17.8% | +16.5% |
| YTD | +7.6% | -40.5% | +48.1% | +10.9% |
| 1Y | +7.7% | -61.5% | +69.3% | +14.5% |
| 3Y | +54.7% | +8.2% | +46.5% | +48.4% |
| All | +72.2% | -73.4% | +145.6% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling