+13,507.3%
GOOGL vs DOC
+192.7%
+13,314.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.6% |
| 7D | -2.3% | -1.5% | -0.8% | -1.8% |
| 30D | -6.6% | -4.8% | -1.8% | -5.2% |
| 3M | -8.9% | +6.9% | -15.8% | -11.0% |
| 6M | +11.9% | +20.7% | -8.9% | +4.9% |
| YTD | +8.3% | +34.1% | -25.8% | -1.8% |
| 1Y | +46.2% | +22.6% | +23.6% | +35.8% |
| 3Y | +151.9% | +20.8% | +131.0% | +130.3% |
| 5Y | +137.7% | -24.9% | +162.6% | +149.8% |
| 10Y | +757.6% | -1.8% | +759.4% | +688.3% |
| All | +13,507.3% | +192.7% | +13,314.6% | +7,279.8% |
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