+198.9%
GILD vs DOCS
-52.4%
+251.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +0.7% | +2.6% | -1.8% | +0.6% |
| 30D | +9.5% | +11.4% | -2.0% | +9.1% |
| 3M | +22.4% | +25.4% | -3.0% | +21.4% |
| 6M | +27.9% | +42.5% | -14.7% | +26.0% |
| YTD | +39.4% | -24.7% | +64.1% | +39.8% |
| 1Y | +37.6% | -32.9% | +70.5% | +38.4% |
| 3Y | +146.6% | +39.6% | +106.9% | +141.9% |
| All | +198.9% | -52.4% | +251.3% | +192.4% |
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