+109.4%
AAPL vs DOC
-24.5%
+133.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -2.0% |
| 7D | +0.1% | -1.5% | +1.6% | +0.5% |
| 30D | +3.0% | -4.8% | +7.7% | +4.4% |
| 3M | +2.9% | +6.9% | -4.0% | +0.6% |
| 6M | +22.1% | +20.7% | +1.4% | +14.2% |
| YTD | +18.0% | +34.1% | -16.1% | +6.2% |
| 1Y | +33.9% | +22.6% | +11.3% | +24.0% |
| 3Y | +71.2% | +20.8% | +50.3% | +58.4% |
| All | +109.4% | -24.5% | +133.9% | +138.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling