+98.7%
INTC vs DOC
+15.7%
+83.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.7% | +7.0% | +7.5% |
| 7D | -14.4% | +6.5% | -20.9% | -16.4% |
| 30D | -50.2% | +9.2% | -59.4% | -52.1% |
| 3M | -43.6% | -2.5% | -41.1% | -43.4% |
| 6M | -50.2% | +7.1% | -57.3% | -52.1% |
| YTD | +52.5% | +33.0% | +19.5% | +33.2% |
| 1Y | +51.1% | +23.3% | +27.9% | +35.9% |
| 3Y | +50.3% | +44.9% | +5.4% | +25.4% |
| 5Y | +19.2% | -21.6% | +40.8% | +25.3% |
| All | +98.7% | +15.7% | +83.0% | +77.3% |
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