+223.3%
INTC vs DOC
-2.1%
+225.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +5.2% |
| 7D | +7.1% | -1.5% | +8.6% | +7.6% |
| 30D | -5.2% | -4.8% | -0.4% | -3.6% |
| 3M | -14.3% | +6.9% | -21.2% | -17.1% |
| 6M | +110.2% | +20.7% | +89.4% | +92.8% |
| YTD | +159.6% | +34.1% | +125.5% | +127.3% |
| 1Y | +289.3% | +22.6% | +266.6% | +252.4% |
| 3Y | +166.1% | +20.8% | +145.2% | +139.3% |
| 5Y | +94.4% | -24.9% | +119.2% | +108.2% |
| All | +223.3% | -2.1% | +225.4% | +200.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling