+108.7%
GILD vs DOCS
+6.0%
+102.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.6% |
| 7D | -2.6% | -8.1% | +5.4% | -2.4% |
| 30D | +9.5% | -5.6% | +15.1% | +9.6% |
| 3M | +16.8% | +18.3% | -1.5% | +16.1% |
| 6M | +0.6% | -5.1% | +5.7% | +0.3% |
| YTD | +20.1% | -45.4% | +65.5% | +21.5% |
| 1Y | +29.1% | -65.2% | +94.3% | +32.1% |
| All | +108.7% | +6.0% | +102.6% | +107.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling