+51.2%
INTC vs DOC
+22.2%
+29.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.1% |
| 7D | -4.0% | +4.3% | -8.3% | -3.7% |
| 30D | -44.5% | +9.2% | -53.6% | -44.2% |
| 3M | -40.4% | -0.8% | -39.6% | -39.8% |
| 6M | -53.5% | +7.1% | -60.6% | -53.6% |
| YTD | +57.5% | +34.0% | +23.6% | +47.6% |
| 1Y | +51.2% | +23.2% | +28.0% | +45.5% |
| All | +51.2% | +22.2% | +29.0% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling