+33.9%
AAPL vs DOCS
-60.9%
+94.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -2.3% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | +3.0% | +21.8% | -18.8% | +1.5% |
| 3M | +2.9% | +27.3% | -24.4% | +1.1% |
| 6M | +22.1% | -0.3% | +22.4% | +21.4% |
| YTD | +18.0% | -40.5% | +58.5% | +22.5% |
| 1Y | +33.9% | -61.5% | +95.5% | +53.3% |
| All | +33.9% | -60.9% | +94.8% | +53.3% |
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