-5.2%
ABNB vs DOCS
-51.8%
+46.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.0% | +13.7% | +12.2% |
| 7D | +15.6% | -0.8% | +16.3% | +15.8% |
| 30D | +18.3% | +17.4% | +0.9% | +13.1% |
| 3M | +25.3% | +57.4% | -32.1% | +10.1% |
| 6M | +35.8% | +26.5% | +9.3% | +24.4% |
| YTD | +40.0% | -26.6% | +66.6% | +46.2% |
| 1Y | +57.6% | -48.1% | +105.7% | +79.0% |
| 3Y | +60.8% | +52.6% | +8.1% | +15.1% |
| All | -5.2% | -51.8% | +46.7% | -12.6% |
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 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