+25.1%
GILD vs DOCS
-63.3%
+88.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -0.9% |
| 7D | -4.8% | -2.9% | -1.9% | -4.7% |
| 30D | +5.8% | +2.4% | +3.4% | +5.6% |
| 3M | +14.9% | +27.8% | -12.8% | +13.5% |
| 6M | -0.4% | +3.8% | -4.2% | -1.0% |
| YTD | +18.5% | -42.2% | +60.8% | +24.3% |
| 1Y | +25.1% | -63.6% | +88.7% | +40.2% |
| All | +25.1% | -63.3% | +88.4% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling