-15.6%
ABNB vs DOCS
-54.0%
+38.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.3% | +0.8% | -2.4% |
| 7D | +2.2% | -1.3% | +3.5% | +2.6% |
| 30D | +6.1% | +19.4% | -13.3% | +1.1% |
| 3M | +11.6% | +53.4% | -41.8% | -1.3% |
| 6M | +21.8% | +28.8% | -7.0% | +11.1% |
| YTD | +25.4% | -25.1% | +50.4% | +30.2% |
| 1Y | +38.9% | -48.1% | +87.0% | +57.8% |
| 3Y | +38.7% | +51.4% | -12.6% | 0.0% |
| 5Y | -15.6% | -51.1% | +35.5% | -23.1% |
| All | -15.6% | -54.0% | +38.4% | -23.1% |
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 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