+20.2%
ABNB vs DOCS
-19.4%
+39.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +6.5% | +0.1% | +6.4% | +6.4% |
| 30D | +9.4% | +8.7% | +0.7% | +7.1% |
| 3M | +0.6% | +32.9% | -32.3% | -6.4% |
| 6M | +33.7% | +25.5% | +8.2% | +23.9% |
| YTD | +33.5% | -25.0% | +58.5% | +37.9% |
| 1Y | +48.8% | -34.9% | +83.7% | +58.4% |
| 3Y | +53.3% | +39.3% | +14.0% | +21.4% |
| 5Y | -12.3% | -54.8% | +42.5% | -17.7% |
| All | +20.2% | -19.4% | +39.5% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling