+745.7%
GOOGL vs DOC
-2.1%
+747.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.6% |
| 7D | -2.3% | -1.5% | -0.8% | -1.9% |
| 30D | -6.6% | -4.8% | -1.8% | -5.3% |
| 3M | -8.9% | +6.9% | -15.8% | -11.0% |
| 6M | +11.9% | +20.7% | -8.9% | +5.0% |
| YTD | +8.3% | +34.1% | -25.8% | -1.8% |
| 1Y | +46.2% | +22.6% | +23.6% | +35.9% |
| 3Y | +151.9% | +20.8% | +131.0% | +130.6% |
| 5Y | +137.7% | -24.9% | +162.6% | +151.8% |
| All | +745.7% | -2.1% | +747.8% | +720.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling