+28.6%
BMY vs DOCS
-51.8%
+80.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.5% | -1.6% |
| 7D | -0.5% | -0.8% | +0.2% | -0.5% |
| 30D | +4.1% | +17.4% | -13.3% | +4.0% |
| 3M | -2.1% | +57.4% | -59.5% | -2.4% |
| 6M | +12.2% | +26.5% | -14.4% | +12.0% |
| YTD | +20.3% | -26.6% | +46.9% | +20.7% |
| 1Y | +39.2% | -48.1% | +87.2% | +40.1% |
| 3Y | +35.6% | +52.6% | -17.0% | +34.3% |
| All | +28.6% | -51.8% | +80.5% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling