+36.0%
DOCS vs BBY
+90.9%
-54.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.8% |
| 7D | -0.6% | +10.9% | -11.5% | -3.3% |
| 30D | +6.3% | +19.6% | -13.3% | +1.2% |
| 3M | +26.5% | +27.6% | -1.1% | +18.1% |
| 6M | +24.8% | +79.4% | -54.7% | +6.8% |
| YTD | -26.8% | +61.7% | -88.5% | -36.2% |
| 1Y | -38.3% | +40.3% | -78.6% | -44.1% |
| 3Y | +36.0% | +87.9% | -51.8% | -2.1% |
| All | +36.0% | +90.9% | -54.9% | -2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling