+164.9%
AAPL vs DOCS
-19.4%
+184.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | -1.1% |
| 7D | -1.4% | -1.3% | 0.0% | -1.2% |
| 30D | +3.2% | +19.4% | -16.2% | +1.1% |
| 3M | +10.8% | +53.4% | -42.6% | +5.1% |
| 6M | +21.3% | +28.8% | -7.4% | +16.6% |
| YTD | +26.9% | -25.1% | +52.0% | +28.9% |
| 1Y | +27.9% | -48.1% | +76.0% | +35.1% |
| 3Y | +97.5% | +51.4% | +46.1% | +77.5% |
| 5Y | +132.9% | -51.1% | +184.0% | +121.8% |
| All | +164.9% | -19.4% | +184.3% | +156.5% |
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