+119.2%
GOOG vs DOCS
+55.4%
+63.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.6% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | -17.8% | +7.8% | -25.6% | -18.2% |
| 3M | -19.0% | +20.0% | -39.0% | -20.2% |
| 6M | -27.9% | +26.5% | -54.4% | -29.7% |
| YTD | -8.7% | -25.8% | +17.1% | -7.1% |
| 1Y | +2.5% | -39.5% | +42.0% | +6.1% |
| 3Y | +119.2% | +60.3% | +58.9% | +109.0% |
| All | +119.2% | +55.4% | +63.8% | +109.0% |
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