+36.2%
BMY vs DOCS
-33.3%
+69.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.8% |
| 7D | +2.1% | +2.6% | -0.5% | +2.1% |
| 30D | +7.0% | +11.4% | -4.4% | +7.2% |
| 3M | -0.9% | +25.4% | -26.3% | -0.5% |
| 6M | +14.9% | +42.5% | -27.6% | +15.7% |
| YTD | +22.8% | -24.7% | +47.5% | +24.6% |
| 1Y | +36.2% | -32.9% | +69.2% | +39.2% |
| All | +36.2% | -33.3% | +69.6% | +39.2% |
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