+174.4%
AAPL vs DOCS
-19.0%
+193.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +4.1% | +2.6% | +1.6% | +3.9% |
| 30D | +4.0% | +11.4% | -7.5% | +2.7% |
| 3M | +16.8% | +25.4% | -8.6% | +13.8% |
| 6M | +19.4% | +42.5% | -23.1% | +13.6% |
| YTD | +31.5% | -24.7% | +56.2% | +33.5% |
| 1Y | +31.0% | -32.9% | +63.9% | +34.5% |
| 3Y | +95.3% | +39.6% | +55.7% | +77.7% |
| 5Y | +143.4% | -54.6% | +198.0% | +132.0% |
| All | +174.4% | -19.0% | +193.4% | +165.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling