+144.8%
GILD vs DOCS
-76.0%
+220.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.1% |
| 6M | -1.3% | -0.3% | -1.0% | -1.7% |
| YTD | +19.4% | -44.2% | +63.6% | +20.9% |
| 1Y | +28.9% | -64.2% | +93.1% | +32.1% |
| 3Y | +110.3% | +8.9% | +101.4% | +108.0% |
| 5Y | +144.8% | -75.8% | +220.6% | +144.9% |
| All | +144.8% | -76.0% | +220.8% | +144.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling