+134.7%
GOOGL vs DOCS
-21.0%
+155.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.0% |
| 7D | +1.8% | -0.8% | +2.5% | +1.9% |
| 30D | -18.8% | +17.4% | -36.2% | -20.3% |
| 3M | -20.3% | +57.4% | -77.7% | -25.2% |
| 6M | -28.4% | +26.5% | -54.9% | -31.4% |
| YTD | -8.8% | -26.6% | +17.7% | -6.8% |
| 1Y | +0.3% | -48.1% | +48.3% | +7.0% |
| 3Y | +120.7% | +52.6% | +68.1% | +93.3% |
| 5Y | +93.1% | -52.1% | +145.2% | +83.1% |
| All | +134.7% | -21.0% | +155.7% | +127.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling