-58.6%
ADBE vs DOCS
-21.0%
-37.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.6% |
| 7D | -4.4% | -0.8% | -3.6% | -4.3% |
| 30D | +2.8% | +17.4% | -14.6% | +0.1% |
| 3M | -8.0% | +57.4% | -65.4% | -15.2% |
| 6M | -4.3% | +26.5% | -30.9% | -9.3% |
| YTD | -31.6% | -26.6% | -5.0% | -29.9% |
| 1Y | -26.9% | -48.1% | +21.2% | -21.5% |
| 3Y | -57.7% | +52.6% | -110.3% | -64.2% |
| 5Y | -63.9% | -52.1% | -11.8% | -65.5% |
| All | -58.6% | -21.0% | -37.6% | -60.3% |
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