+1,249.0%
AAPL vs DOC
+15.7%
+1,233.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -0.7% | +6.5% | -7.1% | -2.6% |
| 30D | +1.7% | +9.2% | -7.5% | -1.1% |
| 3M | +9.7% | -2.5% | +12.2% | +10.3% |
| 6M | +19.3% | +7.1% | +12.2% | +16.3% |
| YTD | +26.3% | +33.0% | -6.7% | +13.9% |
| 1Y | +27.4% | +23.3% | +4.1% | +17.7% |
| 3Y | +93.6% | +44.9% | +48.7% | +66.8% |
| 5Y | +131.7% | -21.6% | +153.3% | +142.8% |
| All | +1,249.0% | +15.7% | +1,233.3% | +1,148.7% |
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