-18.5%
BKNG vs DOCS
-65.1%
+46.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.3% | +0.6% | -5.5% |
| 7D | -7.9% | -7.3% | -0.5% | -6.7% |
| 30D | -15.9% | -10.9% | -5.0% | -14.4% |
| 3M | +11.1% | +20.3% | -9.2% | +7.0% |
| 6M | -0.7% | -3.6% | +2.9% | -2.0% |
| YTD | -15.4% | -44.9% | +29.4% | -11.6% |
| 1Y | -18.5% | -64.9% | +46.3% | -13.2% |
| All | -18.5% | -65.1% | +46.6% | -13.2% |
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 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