-13.6%
BKNG vs DOCS
-47.4%
+33.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +6.3% | +3.5% | +8.7% |
| 7D | +15.6% | +1.2% | +14.3% | +15.3% |
| 30D | +8.0% | +21.3% | -13.3% | +4.4% |
| 3M | -11.8% | +58.4% | -70.2% | -19.0% |
| 6M | +3.8% | +39.3% | -35.5% | -3.6% |
| YTD | -19.6% | -21.7% | +2.1% | -21.4% |
| 1Y | -13.6% | -47.3% | +33.7% | -12.0% |
| All | -13.6% | -47.4% | +33.9% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling