-50.3%
DOCS vs BBY
+1.1%
-51.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.2% | -5.9% | -4.2% |
| 7D | -1.4% | +9.5% | -10.9% | -5.6% |
| 30D | +21.8% | +6.8% | +15.0% | +18.0% |
| 3M | +27.3% | +28.9% | -1.6% | +12.9% |
| 6M | -0.3% | +37.8% | -38.1% | -15.3% |
| YTD | -40.5% | +38.7% | -79.2% | -50.1% |
| 1Y | -61.5% | +23.7% | -85.2% | -66.0% |
| 3Y | +8.2% | +39.1% | -30.9% | -19.5% |
| 5Y | -73.4% | -0.4% | -73.0% | -77.6% |
| All | -50.3% | +1.1% | -51.4% | -57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling