+331.1%
AMD vs DOCS
+9.5%
+321.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.8% | +7.5% | +4.9% |
| 7D | +2.6% | -1.4% | +4.0% | +2.7% |
| 30D | -0.9% | +21.8% | -22.8% | -3.2% |
| 3M | -8.7% | +27.3% | -36.0% | -11.5% |
| 6M | +136.3% | -0.3% | +136.7% | +134.5% |
| YTD | +123.0% | -40.5% | +163.5% | +136.4% |
| 1Y | +195.2% | -61.5% | +256.7% | +234.9% |
| All | +331.1% | +9.5% | +321.6% | +324.9% |
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