+469.8%
AVGO vs DOCS
-54.0%
+523.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.3% | -6.1% | -9.9% |
| 7D | -15.5% | -1.3% | -14.2% | -15.3% |
| 30D | -22.4% | +19.4% | -41.8% | -24.1% |
| 3M | -30.2% | +53.4% | -83.6% | -34.4% |
| 6M | -31.6% | +28.8% | -60.3% | -34.8% |
| YTD | -15.3% | -25.1% | +9.8% | -13.1% |
| 1Y | -18.2% | -48.1% | +30.0% | -11.4% |
| 3Y | +241.2% | +51.4% | +189.8% | +201.2% |
| 5Y | +469.8% | -51.1% | +520.9% | +447.9% |
| All | +469.8% | -54.0% | +523.8% | +447.9% |
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