+4.1%
ABT vs DOCN
+74.7%
-70.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.7% | -3.3% |
| 7D | +3.5% | -19.2% | +22.7% | +4.1% |
| 30D | +12.0% | -43.1% | +55.1% | +13.6% |
| 3M | +2.5% | -40.7% | +43.2% | +3.6% |
| 6M | +29.1% | -55.0% | +84.1% | +31.5% |
| YTD | -10.1% | +50.6% | -60.7% | -14.9% |
| 1Y | -9.8% | +54.0% | -63.8% | -14.8% |
| 3Y | +23.3% | +203.9% | -180.6% | +7.5% |
| 5Y | -2.4% | -29.4% | +27.0% | -10.2% |
| All | +4.1% | +74.7% | -70.6% | -8.2% |
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