+53.5%
AZN vs DOCS
+38.9%
+14.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -0.7% |
| 7D | -1.9% | -4.2% | +2.3% | -1.9% |
| 30D | +17.1% | +8.6% | +8.5% | +17.2% |
| 3M | +16.8% | +27.2% | -10.4% | +17.1% |
| 6M | +2.0% | +26.5% | -24.5% | +2.3% |
| YTD | +1.9% | -25.0% | +26.9% | +2.6% |
| 1Y | +5.2% | -37.0% | +42.2% | +5.9% |
| All | +53.5% | +38.9% | +14.6% | +52.8% |
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 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