-59.1%
ADBE vs DOCS
-21.3%
-37.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | 0.0% |
| 7D | -3.8% | -0.6% | -3.3% | -3.8% |
| 30D | -2.3% | +6.3% | -8.6% | -3.3% |
| 3M | -13.3% | +26.5% | -39.8% | -16.6% |
| 6M | -6.5% | +24.8% | -31.2% | -11.1% |
| YTD | -32.4% | -26.8% | -5.6% | -30.7% |
| 1Y | -28.0% | -38.3% | +10.3% | -24.5% |
| 3Y | -60.4% | +36.0% | -96.4% | -65.7% |
| 5Y | -63.4% | -55.0% | -8.5% | -65.0% |
| All | -59.1% | -21.3% | -37.8% | -60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling