-37.4%
DOCS vs BBY
+41.4%
-78.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.7% | -5.6% | -0.9% |
| 7D | 0.0% | +10.5% | -10.5% | -3.0% |
| 30D | +7.8% | +22.1% | -14.4% | +1.7% |
| 3M | +20.0% | +31.0% | -11.0% | +10.9% |
| 6M | +26.5% | +83.2% | -56.7% | +10.8% |
| YTD | -25.8% | +65.1% | -90.8% | -36.2% |
| All | -37.4% | +41.4% | -78.8% | -41.5% |
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