+1.5%
ABT vs DOCN
+117.0%
-115.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.2% | -2.0% |
| 7D | -5.6% | +27.4% | -33.0% | -6.2% |
| 30D | +5.2% | -29.7% | +34.9% | +6.1% |
| 3M | -2.7% | -32.5% | +29.8% | -1.9% |
| 6M | +28.8% | -42.2% | +71.0% | +30.3% |
| YTD | -12.3% | +87.2% | -99.4% | -17.5% |
| 1Y | -14.7% | +86.2% | -100.9% | -19.8% |
| 3Y | +21.6% | +257.4% | -235.9% | +5.9% |
| 5Y | -7.8% | -27.4% | +19.6% | -14.9% |
| All | +1.5% | +117.0% | -115.5% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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