+163.5%
AAPL vs DOCS
-21.0%
+184.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.3% |
| 7D | -0.7% | -0.8% | +0.1% | -0.6% |
| 30D | +1.7% | +17.4% | -15.7% | -0.1% |
| 3M | +9.7% | +57.4% | -47.7% | +3.7% |
| 6M | +19.3% | +26.5% | -7.3% | +14.8% |
| YTD | +26.3% | -26.6% | +52.9% | +28.5% |
| 1Y | +27.4% | -48.1% | +75.4% | +34.5% |
| 3Y | +93.6% | +52.6% | +41.0% | +73.8% |
| 5Y | +131.7% | -52.1% | +183.8% | +121.2% |
| All | +163.5% | -21.0% | +184.5% | +155.7% |
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