+158.7%
GILD vs DOCS
-40.0%
+198.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.6% |
| 7D | -4.2% | -8.8% | +4.6% | -4.0% |
| 30D | +6.7% | -5.4% | +12.0% | +6.8% |
| 3M | +20.0% | +22.1% | -2.1% | +19.2% |
| 6M | -1.3% | -0.3% | -1.0% | -1.6% |
| YTD | +19.4% | -44.2% | +63.6% | +20.7% |
| 1Y | +28.9% | -64.2% | +93.1% | +31.7% |
| 3Y | +110.3% | +8.9% | +101.4% | +108.4% |
| 5Y | +144.8% | -75.8% | +220.6% | +144.6% |
| All | +158.7% | -40.0% | +198.7% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling