+142.4%
GILD vs DOCN
+70.9%
+71.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.2% | +5.4% | -0.7% |
| 7D | -4.8% | +9.3% | -14.1% | -5.0% |
| 30D | +5.8% | -7.8% | +13.6% | +5.9% |
| 3M | +14.9% | -29.6% | +44.6% | +15.6% |
| 6M | -0.4% | +79.0% | -79.3% | -2.4% |
| YTD | +18.5% | +155.5% | -137.0% | +15.0% |
| 1Y | +25.1% | +236.3% | -211.2% | +20.3% |
| 3Y | +105.9% | +372.0% | -266.1% | +94.4% |
| All | +142.4% | +70.9% | +71.5% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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