-10.2%
AVGO vs DOCS
-39.1%
+28.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.1% | +7.7% | +8.8% |
| 7D | -0.9% | 0.0% | -0.9% | -0.8% |
| 30D | -11.6% | +7.8% | -19.4% | -11.2% |
| 3M | -25.2% | +20.0% | -45.1% | -24.2% |
| 6M | -25.4% | +26.5% | -52.0% | -24.0% |
| YTD | -7.2% | -25.8% | +18.6% | -10.5% |
| All | -10.2% | -39.1% | +28.9% | -14.4% |
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