+141.8%
GOOGL vs DOCS
-19.3%
+161.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.5% | -0.4% | +1.8% |
| 7D | +1.6% | -4.2% | +5.7% | +2.1% |
| 30D | -16.8% | +8.6% | -25.4% | -17.6% |
| 3M | -14.6% | +27.2% | -41.8% | -17.2% |
| 6M | -24.4% | +26.5% | -50.9% | -27.6% |
| YTD | -6.1% | -25.0% | +18.9% | -4.2% |
| 1Y | +1.0% | -37.0% | +38.0% | +5.2% |
| 3Y | +123.4% | +39.4% | +84.0% | +98.9% |
| 5Y | +103.2% | -56.7% | +159.9% | +92.3% |
| All | +141.8% | -19.3% | +161.1% | +133.7% |
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