-52.8%
ADBE vs DOCS
+9.5%
-62.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.8% | -4.0% | -6.4% |
| 7D | -8.6% | -1.4% | -7.2% | -8.4% |
| 30D | +2.8% | +21.8% | -19.0% | -0.1% |
| 3M | +3.1% | +27.3% | -24.2% | -0.3% |
| 6M | -2.4% | -0.3% | -2.1% | -3.8% |
| YTD | -23.9% | -40.5% | +16.6% | -21.7% |
| 1Y | -22.6% | -61.5% | +38.9% | -17.8% |
| All | -52.8% | +9.5% | -62.3% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling