+125.6%
ABBV vs DOCN
+182.8%
-57.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -15.9% | +13.6% | -2.4% |
| 7D | -0.9% | -29.3% | +28.4% | -1.3% |
| 30D | +8.7% | -46.0% | +54.8% | +7.9% |
| 3M | +17.8% | -43.2% | +61.0% | +17.1% |
| 6M | +41.7% | -53.7% | +95.4% | +40.8% |
| YTD | +29.9% | +46.9% | -17.0% | +24.5% |
| 1Y | +37.0% | +54.3% | -17.4% | +30.9% |
| All | +125.6% | +182.8% | -57.2% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 3y: compounded portfolio wealth divided by compounded DOCN 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…
3y analysis · Full analysis span regression · 6 months rolling