+165.3%
INTC vs DOC
+20.8%
+144.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +5.0% |
| 7D | +7.1% | -1.5% | +8.6% | +7.5% |
| 30D | -5.2% | -4.8% | -0.4% | -4.0% |
| 3M | -14.3% | +6.9% | -21.2% | -16.7% |
| 6M | +110.2% | +20.7% | +89.4% | +95.5% |
| YTD | +159.6% | +34.1% | +125.5% | +131.0% |
| 1Y | +289.3% | +22.6% | +266.6% | +257.3% |
| All | +165.3% | +20.8% | +144.6% | +134.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling