+91.6%
GOOGL vs DOC
-22.1%
+113.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -0.4% | +6.2% | -6.7% | -2.0% |
| 30D | -18.7% | +6.5% | -25.2% | -20.2% |
| 3M | -22.0% | -6.2% | -15.7% | -20.7% |
| 6M | -27.2% | +25.6% | -52.8% | -32.5% |
| YTD | -9.5% | +32.1% | -41.6% | -17.8% |
| 1Y | -0.4% | +20.3% | -20.6% | -6.7% |
| 3Y | +121.0% | +42.7% | +78.2% | +87.5% |
| 5Y | +91.6% | -22.2% | +113.8% | +120.4% |
| All | +91.6% | -22.1% | +113.7% | +120.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling