+157.5%
ADBE vs DOC
-2.1%
+159.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.9% | -6.2% |
| 7D | -8.6% | -1.5% | -7.1% | -8.1% |
| 30D | +2.8% | -4.8% | +7.5% | +4.3% |
| 3M | +3.1% | +6.9% | -3.8% | +1.0% |
| 6M | -2.4% | +20.7% | -23.2% | -8.8% |
| YTD | -23.9% | +34.1% | -58.0% | -31.4% |
| 1Y | -22.6% | +22.6% | -45.2% | -28.4% |
| 3Y | -52.7% | +20.8% | -73.5% | -56.9% |
| 5Y | -60.0% | -24.9% | -35.2% | -57.2% |
| All | +157.5% | -2.1% | +159.6% | +160.7% |
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