+132.9%
AAPL vs DOCS
-54.0%
+186.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | -1.0% |
| 7D | -1.4% | -1.3% | 0.0% | -1.2% |
| 30D | +3.2% | +19.4% | -16.2% | +0.8% |
| 3M | +10.8% | +53.4% | -42.6% | +4.2% |
| 6M | +21.3% | +28.8% | -7.4% | +15.9% |
| YTD | +26.9% | -25.1% | +52.0% | +29.4% |
| 1Y | +27.9% | -48.1% | +76.0% | +36.6% |
| 3Y | +97.5% | +51.4% | +46.1% | +71.8% |
| 5Y | +132.9% | -51.1% | +184.0% | +121.2% |
| All | +132.9% | -54.0% | +186.9% | +121.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling