-12.5%
ABNB vs DOCS
-51.9%
+39.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +6.3% | -0.7% | +3.9% |
| 7D | +6.2% | +1.2% | +5.0% | +5.9% |
| 30D | +7.5% | +21.3% | -13.8% | +2.0% |
| 3M | +17.6% | +58.4% | -40.7% | +3.2% |
| 6M | +27.0% | +39.3% | -12.3% | +13.5% |
| YTD | +30.0% | -21.7% | +51.7% | +33.4% |
| 1Y | +44.2% | -47.3% | +91.5% | +63.1% |
| 3Y | +43.8% | +58.2% | -14.4% | +2.5% |
| All | -12.5% | -51.9% | +39.4% | -21.2% |
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