+169.8%
GILD vs DOCS
-36.0%
+205.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | -0.1% |
| 7D | +3.7% | -1.4% | +5.1% | +3.7% |
| 30D | +14.6% | +21.8% | -7.2% | +13.8% |
| 3M | +17.7% | +27.3% | -9.6% | +16.7% |
| 6M | +3.1% | -0.3% | +3.5% | +2.8% |
| YTD | +24.5% | -40.5% | +65.0% | +25.6% |
| 1Y | +37.4% | -61.5% | +98.9% | +40.1% |
| 3Y | +117.4% | +8.2% | +109.3% | +115.5% |
| 5Y | +151.9% | -73.4% | +225.3% | +151.2% |
| All | +169.8% | -36.0% | +205.8% | +165.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling