+188.9%
AMAT vs DOCS
-60.9%
+249.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.8% | +7.1% | +4.2% |
| 7D | -1.5% | -1.4% | -0.1% | -1.6% |
| 30D | -14.8% | +21.8% | -36.6% | -14.0% |
| 3M | -9.3% | +27.3% | -36.6% | -8.0% |
| 6M | +27.4% | -0.3% | +27.7% | +31.9% |
| YTD | +77.6% | -40.5% | +118.1% | +107.4% |
| 1Y | +188.9% | -61.5% | +250.5% | +306.5% |
| All | +188.9% | -60.9% | +249.8% | +306.5% |
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