+337.5%
AMD vs DOCS
-73.4%
+410.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.8% | +7.5% | +5.3% |
| 7D | +2.6% | -1.4% | +4.0% | +2.8% |
| 30D | -0.9% | +21.8% | -22.8% | -6.6% |
| 3M | -8.7% | +27.3% | -36.0% | -15.2% |
| 6M | +136.3% | -0.3% | +136.7% | +128.8% |
| YTD | +123.0% | -40.5% | +163.5% | +142.2% |
| 1Y | +195.2% | -61.5% | +256.7% | +257.3% |
| 3Y | +336.3% | +8.2% | +328.2% | +258.4% |
| All | +337.5% | -73.4% | +410.9% | +381.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling