+1,256.1%
AAPL vs DOC
+14.9%
+1,241.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -1.4% | +6.2% | -7.6% | -3.2% |
| 30D | +3.2% | +6.5% | -3.3% | +1.1% |
| 3M | +10.8% | -6.2% | +17.0% | +12.8% |
| 6M | +21.3% | +25.6% | -4.3% | +11.9% |
| YTD | +26.9% | +32.1% | -5.1% | +14.8% |
| 1Y | +27.9% | +20.3% | +7.6% | +19.1% |
| 3Y | +97.5% | +42.7% | +54.7% | +70.9% |
| 5Y | +132.9% | -22.2% | +155.1% | +144.6% |
| All | +1,256.1% | +14.9% | +1,241.2% | +1,157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling