+23.9%
ABNB vs DOCS
-19.0%
+42.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.0% |
| 7D | -1.7% | +2.6% | -4.2% | -2.3% |
| 30D | +11.8% | +11.4% | +0.4% | +8.8% |
| 3M | +0.9% | +25.4% | -24.5% | -4.8% |
| 6M | +40.5% | +42.5% | -2.1% | +26.6% |
| YTD | +37.6% | -24.7% | +62.3% | +42.1% |
| 1Y | +54.1% | -32.9% | +87.1% | +62.9% |
| 3Y | +56.8% | +39.6% | +17.1% | +24.1% |
| 5Y | -9.6% | -54.6% | +45.1% | -15.3% |
| All | +23.9% | -19.0% | +42.9% | +12.1% |
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