-40.6%
ACN vs DOCS
-73.4%
+32.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -3.0% |
| 7D | -1.5% | -1.4% | -0.1% | -1.3% |
| 30D | +9.4% | +21.8% | -12.5% | +5.9% |
| 3M | +5.6% | +27.3% | -21.6% | +1.8% |
| 6M | -9.3% | -0.3% | -8.9% | -10.4% |
| YTD | -29.0% | -40.5% | +11.5% | -25.8% |
| 1Y | -24.7% | -61.5% | +36.9% | -17.6% |
| 3Y | -39.8% | +8.2% | -48.0% | -44.5% |
| All | -40.6% | -73.4% | +32.8% | -40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling