+691.7%
AVGO vs DOCS
-73.4%
+765.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.5% |
| 7D | -3.0% | -1.4% | -1.5% | -2.8% |
| 30D | -14.4% | +21.8% | -36.3% | -17.0% |
| 3M | -14.4% | +27.3% | -41.7% | -17.7% |
| 6M | +13.1% | -0.3% | +13.5% | +11.5% |
| YTD | +3.8% | -40.5% | +44.3% | +9.5% |
| 1Y | +17.8% | -61.5% | +79.3% | +32.3% |
| 3Y | +325.3% | +8.2% | +317.1% | +296.7% |
| All | +691.7% | -73.4% | +765.1% | +703.8% |
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