+126.8%
ADBE vs DOC
+14.9%
+111.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -0.7% | +6.2% | -6.9% | -2.5% |
| 30D | +3.5% | +6.5% | -3.0% | +1.5% |
| 3M | -5.0% | -6.2% | +1.3% | -3.2% |
| 6M | -3.6% | +25.6% | -29.2% | -10.9% |
| YTD | -29.6% | +32.1% | -61.7% | -36.3% |
| 1Y | -26.6% | +20.3% | -46.8% | -31.6% |
| 3Y | -56.3% | +42.7% | -99.0% | -62.5% |
| 5Y | -62.8% | -22.2% | -40.7% | -60.6% |
| All | +126.8% | +14.9% | +111.9% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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