+15,172.7%
INTC vs DOC
+2,974.4%
+12,198.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +5.1% |
| 7D | +7.1% | -1.5% | +8.6% | +7.6% |
| 30D | -5.2% | -4.8% | -0.4% | -3.8% |
| 3M | -14.3% | +6.9% | -21.2% | -16.7% |
| 6M | +110.2% | +20.7% | +89.4% | +95.3% |
| YTD | +159.6% | +34.1% | +125.5% | +132.1% |
| 1Y | +289.3% | +22.6% | +266.6% | +257.9% |
| 3Y | +166.1% | +20.8% | +145.2% | +143.1% |
| 5Y | +94.4% | -24.9% | +119.2% | +106.4% |
| 10Y | +227.7% | -1.8% | +229.5% | +204.2% |
| All | +15,172.7% | +2,974.4% | +12,198.3% | +7,104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling