+27.4%
AAPL vs DOCS
-49.1%
+76.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.4% |
| 7D | -0.7% | -0.8% | +0.1% | -0.6% |
| 30D | +1.7% | +17.4% | -15.7% | +0.7% |
| 3M | +9.7% | +57.4% | -47.7% | +6.7% |
| 6M | +19.3% | +26.5% | -7.3% | +16.7% |
| YTD | +26.3% | -26.6% | +52.9% | +25.2% |
| 1Y | +27.4% | -48.1% | +75.4% | +31.2% |
| All | +27.4% | -49.1% | +76.5% | +31.2% |
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