-28.7%
ADBE vs DOCS
-38.0%
+9.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | -0.2% |
| 7D | -4.4% | -4.2% | -0.2% | -3.4% |
| 30D | -0.2% | +8.6% | -8.9% | -2.3% |
| 3M | -9.9% | +27.2% | -37.1% | -15.0% |
| 6M | -3.5% | +26.5% | -30.0% | -10.2% |
| YTD | -32.1% | -25.0% | -7.1% | -34.1% |
| 1Y | -28.7% | -37.0% | +8.3% | -31.0% |
| All | -28.7% | -38.0% | +9.3% | -31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling