+647.9%
AVGO vs DOCS
-20.2%
+668.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.1% | +7.7% | +8.7% |
| 7D | -0.9% | 0.0% | -0.9% | -0.8% |
| 30D | -11.6% | +7.8% | -19.4% | -12.3% |
| 3M | -25.2% | +20.0% | -45.1% | -26.8% |
| 6M | -25.4% | +26.5% | -52.0% | -28.4% |
| YTD | -7.2% | -25.8% | +18.6% | -5.2% |
| 1Y | -7.9% | -39.5% | +31.6% | -3.6% |
| 3Y | +262.1% | +60.3% | +201.8% | +227.6% |
| 5Y | +525.7% | -57.0% | +582.7% | +504.3% |
| All | +647.9% | -20.2% | +668.1% | +621.1% |
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 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