+91.6%
GOOGL vs DOCS
-54.0%
+145.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.3% | +2.1% | -1.6% |
| 7D | -0.4% | -1.3% | +0.9% | -0.3% |
| 30D | -18.7% | +19.4% | -38.1% | -20.8% |
| 3M | -22.0% | +53.4% | -75.4% | -27.3% |
| 6M | -27.2% | +28.8% | -55.9% | -30.9% |
| YTD | -9.5% | -25.1% | +15.5% | -7.3% |
| 1Y | -0.4% | -48.1% | +47.8% | +7.9% |
| 3Y | +121.0% | +51.4% | +69.6% | +85.3% |
| 5Y | +91.6% | -51.1% | +142.7% | +81.5% |
| All | +91.6% | -54.0% | +145.6% | +81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling