-47.3%
DOCS vs BBY
+33.0%
-80.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.0% | -1.6% | +4.0% |
| 7D | +1.2% | +4.5% | -3.3% | -0.2% |
| 30D | +21.3% | +16.0% | +5.3% | +16.2% |
| 3M | +58.4% | +18.6% | +39.8% | +50.0% |
| 6M | +39.3% | +80.1% | -40.8% | +23.6% |
| YTD | -21.7% | +57.4% | -79.1% | -31.6% |
| 1Y | -47.3% | +34.5% | -81.8% | -50.4% |
| All | -47.3% | +33.0% | -80.3% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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