+20.7%
ABNB vs DOCS
-36.0%
+56.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.1% |
| 7D | -4.0% | -1.4% | -2.5% | -3.6% |
| 30D | +19.3% | +21.8% | -2.5% | +13.3% |
| 3M | +36.1% | +27.3% | +8.8% | +27.8% |
| 6M | +34.2% | -0.3% | +34.6% | +31.5% |
| YTD | +34.1% | -40.5% | +74.5% | +46.8% |
| 1Y | +45.1% | -61.5% | +106.7% | +74.4% |
| 3Y | +37.1% | +8.2% | +28.9% | +15.3% |
| 5Y | +15.2% | -73.4% | +88.6% | +17.2% |
| All | +20.7% | -36.0% | +56.7% | +15.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling