+24.3%
W vs DOCS
-47.4%
+71.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.3% | +4.6% | +10.2% |
| 7D | +8.4% | +1.2% | +7.1% | +8.2% |
| 30D | +16.5% | +21.3% | -4.8% | +14.1% |
| 3M | +6.4% | +58.4% | -51.9% | +1.3% |
| 6M | +90.5% | +39.3% | +51.2% | +80.8% |
| YTD | +23.1% | -21.7% | +44.8% | +7.2% |
| 1Y | +24.3% | -47.3% | +71.6% | +3.7% |
| All | +24.3% | -47.4% | +71.7% | +3.7% |
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