+199.8%
ABBV vs DOCS
-51.8%
+251.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +1.1% |
| 7D | -1.2% | -0.8% | -0.5% | -1.2% |
| 30D | +8.0% | +17.4% | -9.4% | +7.9% |
| 3M | +20.2% | +57.4% | -37.2% | +20.0% |
| 6M | +44.0% | +26.5% | +17.4% | +43.8% |
| YTD | +31.3% | -26.6% | +57.9% | +31.8% |
| 1Y | +37.0% | -48.1% | +85.0% | +37.8% |
| 3Y | +128.0% | +52.6% | +75.3% | +126.1% |
| All | +199.8% | -51.8% | +251.6% | +191.0% |
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