+207.4%
ALAB vs DOCS
+14.5%
+193.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +6.5% |
| 7D | -26.3% | -0.8% | -25.5% | -26.2% |
| 30D | -50.1% | +17.4% | -67.5% | -51.0% |
| 3M | -42.5% | +57.4% | -99.8% | -45.7% |
| 6M | -10.8% | +26.5% | -37.4% | -14.4% |
| YTD | +14.6% | -26.6% | +41.2% | +20.9% |
| 1Y | +17.1% | -48.1% | +65.2% | +32.6% |
| All | +207.4% | +14.5% | +193.0% | +172.7% |
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