+124.9%
AXP vs DOCS
+57.4%
+67.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.3% | -4.2% | +1.5% |
| 7D | +4.6% | +1.2% | +3.4% | +4.5% |
| 30D | +9.7% | +21.3% | -11.6% | +7.5% |
| 3M | -3.8% | +58.4% | -62.2% | -8.9% |
| 6M | +4.8% | +39.3% | -34.5% | 0.0% |
| YTD | -9.1% | -21.7% | +12.6% | -7.8% |
| 1Y | -6.7% | -47.3% | +40.6% | -1.3% |
| All | +124.9% | +57.4% | +67.5% | +115.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling