+11,280.3%
GOOG vs DOC
+188.1%
+11,092.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -0.2% | +6.2% | -6.4% | -2.0% |
| 30D | -18.2% | +6.5% | -24.7% | -19.9% |
| 3M | -21.7% | -6.2% | -15.5% | -20.5% |
| 6M | -26.6% | +25.6% | -52.2% | -32.1% |
| YTD | -10.0% | +32.1% | -42.1% | -18.3% |
| 1Y | -0.8% | +20.3% | -21.1% | -7.4% |
| 3Y | +118.2% | +42.7% | +75.4% | +89.6% |
| 5Y | +90.6% | -22.2% | +112.7% | +97.8% |
| 10Y | +646.5% | +16.5% | +629.9% | +550.8% |
| All | +11,280.3% | +188.1% | +11,092.2% | +6,081.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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