+474.0%
AVGO vs DOCS
-51.8%
+525.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.8% | +1.0% |
| 7D | -9.9% | -0.8% | -9.2% | -9.8% |
| 30D | -22.0% | +17.4% | -39.4% | -23.6% |
| 3M | -30.0% | +57.4% | -87.4% | -34.5% |
| 6M | -30.7% | +26.5% | -57.3% | -33.9% |
| YTD | -14.7% | -26.6% | +11.9% | -12.2% |
| 1Y | -16.8% | -48.1% | +31.3% | -9.9% |
| 3Y | +244.4% | +52.6% | +191.8% | +203.2% |
| All | +474.0% | -51.8% | +525.8% | +460.2% |
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