+182.6%
ABBV vs DOCN
+54.1%
+128.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.2% |
| 3M | +14.8% | -37.7% | +52.5% | +15.0% |
| 6M | +10.3% | +115.2% | -105.0% | +8.5% |
| YTD | +14.9% | +133.7% | -118.8% | +12.9% |
| 1Y | +24.1% | +250.2% | -226.0% | +21.0% |
| 3Y | +91.9% | +320.3% | -228.4% | +86.2% |
| All | +182.6% | +54.1% | +128.5% | +169.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling