-0.1%
ACN vs DOCS
-19.4%
+19.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +0.9% |
| 7D | +7.3% | -1.3% | +8.6% | +7.4% |
| 30D | +38.2% | +19.4% | +18.8% | +35.3% |
| 3M | +56.6% | +53.4% | +3.2% | +48.1% |
| 6M | +51.1% | +28.8% | +22.4% | +45.1% |
| YTD | +1.7% | -25.1% | +26.7% | +2.7% |
| 1Y | +10.1% | -48.1% | +58.2% | +14.9% |
| 3Y | -10.3% | +51.4% | -61.7% | -19.0% |
| 5Y | -21.4% | -51.1% | +29.7% | -25.5% |
| All | -0.1% | -19.4% | +19.3% | -3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling