+11.0%
ACN vs DOCS
-49.1%
+60.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.3% | -1.3% |
| 7D | +0.9% | -0.8% | +1.6% | +1.0% |
| 30D | +33.5% | +17.4% | +16.1% | +28.5% |
| 3M | +53.5% | +57.4% | -3.9% | +37.8% |
| 6M | +52.2% | +26.5% | +25.7% | +41.9% |
| YTD | -0.1% | -26.6% | +26.5% | -2.5% |
| 1Y | +11.0% | -48.1% | +59.1% | +13.8% |
| All | +11.0% | -49.1% | +60.2% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling