-21.7%
ACN vs DOCS
-51.9%
+30.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.3% | -2.5% | +2.9% |
| 7D | +8.6% | +1.2% | +7.3% | +8.4% |
| 30D | +36.6% | +21.3% | +15.3% | +32.8% |
| 3M | +56.3% | +58.4% | -2.1% | +45.7% |
| 6M | +49.7% | +39.3% | +10.4% | +41.2% |
| YTD | +1.3% | -21.7% | +23.0% | +2.0% |
| 1Y | +11.9% | -47.3% | +59.3% | +17.7% |
| 3Y | -10.6% | +58.2% | -68.8% | -22.5% |
| All | -21.7% | -51.9% | +30.2% | -26.2% |
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