+168.2%
AAPL vs DOCS
-21.3%
+189.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.7% | -0.5% |
| 7D | +5.0% | -0.6% | +5.6% | +5.1% |
| 30D | +3.5% | +6.3% | -2.8% | +2.8% |
| 3M | +13.1% | +26.5% | -13.4% | +10.0% |
| 6M | +19.0% | +24.8% | -5.8% | +14.8% |
| YTD | +28.5% | -26.8% | +55.3% | +30.8% |
| 1Y | +29.7% | -38.3% | +68.0% | +34.4% |
| 3Y | +89.2% | +36.0% | +53.2% | +72.6% |
| 5Y | +141.2% | -55.0% | +196.2% | +130.5% |
| All | +168.2% | -21.3% | +189.5% | +160.4% |
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 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