+65.2%
ALAB vs DOCS
-60.9%
+126.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.8% | +12.5% | +9.6% |
| 7D | +7.2% | -1.4% | +8.7% | +7.1% |
| 30D | -2.5% | +21.8% | -24.3% | -0.9% |
| 3M | -13.3% | +27.3% | -40.6% | -11.3% |
| 6M | +172.8% | -0.3% | +173.2% | +172.1% |
| YTD | +86.6% | -40.5% | +127.1% | +89.6% |
| 1Y | +65.2% | -61.5% | +126.7% | +100.1% |
| All | +65.2% | -60.9% | +126.0% | +100.1% |
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