+6.7%
AMZN vs DOCS
-47.4%
+54.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.3% | -0.2% | +5.5% |
| 7D | +4.5% | +1.2% | +3.3% | +4.3% |
| 30D | +5.8% | +21.3% | -15.5% | +3.9% |
| 3M | -4.1% | +58.4% | -62.5% | -8.5% |
| 6M | -2.2% | +39.3% | -41.5% | -6.0% |
| YTD | +15.3% | -21.7% | +37.0% | +18.7% |
| 1Y | +6.7% | -47.3% | +54.0% | +12.3% |
| All | +6.7% | -47.4% | +54.1% | +12.3% |
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