+176.4%
GILD vs DOCN
+205.3%
-28.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +12.6% | -15.5% | -3.1% |
| 7D | -2.2% | +16.3% | -18.5% | -2.4% |
| 30D | +10.1% | +2.0% | +8.0% | +10.0% |
| 3M | +15.2% | -25.2% | +40.4% | +15.7% |
| 6M | +3.1% | +132.7% | -129.5% | +0.6% |
| YTD | +20.9% | +163.3% | -142.3% | +17.5% |
| 1Y | +29.8% | +280.3% | -250.5% | +24.9% |
| 3Y | +113.0% | +371.8% | -258.9% | +102.1% |
| 5Y | +144.9% | +87.1% | +57.7% | +130.0% |
| All | +176.4% | +205.3% | -28.9% | +161.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling