+23.5%
ADSK vs DOCS
+38.8%
-15.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | +12.6% | +8.7% | +3.9% | +11.3% |
| 3M | +4.0% | +32.9% | -28.9% | 0.0% |
| 6M | +10.5% | +25.5% | -15.0% | +5.6% |
| YTD | -12.3% | -25.0% | +12.7% | -12.1% |
| 1Y | -14.0% | -34.9% | +20.8% | -12.7% |
| All | +23.5% | +38.8% | -15.3% | +16.9% |
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