+26.2%
ABNB vs DOCS
-20.2%
+46.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | +11.2% | 0.0% | +11.2% | +11.2% |
| 30D | +14.7% | +7.8% | +7.0% | +12.6% |
| 3M | +6.9% | +20.0% | -13.1% | +1.8% |
| 6M | +34.5% | +26.5% | +8.0% | +24.4% |
| YTD | +40.2% | -25.8% | +66.0% | +45.3% |
| 1Y | +57.4% | -39.5% | +96.9% | +70.4% |
| 3Y | +64.7% | +60.3% | +4.4% | +24.6% |
| 5Y | -2.3% | -57.0% | +54.8% | -7.8% |
| All | +26.2% | -20.2% | +46.4% | +14.6% |
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