+94.7%
ABBV vs DOCN
+324.7%
-230.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -1.4% |
| 7D | +0.4% | +1.1% | -0.7% | +0.4% |
| 30D | +4.2% | -9.6% | +13.8% | +4.1% |
| 3M | +14.8% | -37.7% | +52.5% | +15.1% |
| 6M | +10.3% | +115.2% | -105.0% | +6.9% |
| YTD | +14.9% | +133.7% | -118.8% | +11.0% |
| 1Y | +24.1% | +250.2% | -226.0% | +17.8% |
| All | +94.7% | +324.7% | -230.0% | +85.0% |
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