+26.9%
XLV vs DOCS
-60.9%
+87.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | -1.0% |
| 7D | +0.2% | -1.4% | +1.6% | +0.2% |
| 30D | +4.4% | +21.8% | -17.4% | +4.1% |
| 3M | +13.2% | +27.3% | -14.1% | +12.8% |
| 6M | +10.1% | -0.3% | +10.4% | +9.8% |
| YTD | +11.7% | -40.5% | +52.2% | +14.0% |
| 1Y | +26.9% | -61.5% | +88.5% | +33.4% |
| All | +26.9% | -60.9% | +87.8% | +33.4% |
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