-0.4%
GOOGL vs DOC
+21.7%
-22.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -0.4% | +6.2% | -6.7% | -0.8% |
| 30D | -18.7% | +6.5% | -25.2% | -19.0% |
| 3M | -22.0% | -6.2% | -15.7% | -21.2% |
| 6M | -27.2% | +25.6% | -52.8% | -29.4% |
| YTD | -9.5% | +32.1% | -41.6% | -12.4% |
| 1Y | -0.4% | +20.3% | -20.6% | -2.1% |
| All | -0.4% | +21.7% | -22.1% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling