+50.0%
BMY vs DOCS
-60.9%
+110.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.9% |
| 7D | +0.4% | -1.4% | +1.8% | +0.3% |
| 30D | +5.0% | +21.8% | -16.8% | +5.6% |
| 3M | +19.4% | +27.3% | -7.9% | +20.4% |
| 6M | +9.5% | -0.3% | +9.9% | +9.4% |
| YTD | +28.1% | -40.5% | +68.6% | +26.4% |
| 1Y | +50.0% | -61.5% | +111.5% | +49.4% |
| All | +50.0% | -60.9% | +110.9% | +49.4% |
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 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