+29.9%
AAPL vs DOCS
-47.4%
+77.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.3% | -1.0% | +4.9% |
| 7D | +1.7% | +1.2% | +0.4% | +1.5% |
| 30D | +5.0% | +21.3% | -16.3% | +3.7% |
| 3M | +13.1% | +58.4% | -45.3% | +9.9% |
| 6M | +26.5% | +39.3% | -12.8% | +23.0% |
| YTD | +28.9% | -21.7% | +50.6% | +27.3% |
| 1Y | +29.9% | -47.3% | +77.2% | +34.4% |
| All | +29.9% | -47.4% | +77.4% | +34.4% |
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