+57.4%
INTC vs DOCS
-47.4%
+104.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.3% | -10.1% | -3.6% |
| 7D | -39.0% | +1.2% | -40.2% | -39.0% |
| 30D | -49.8% | +21.3% | -71.2% | -49.5% |
| 3M | -42.2% | +58.4% | -100.6% | -41.5% |
| 6M | -39.2% | +39.3% | -78.5% | -37.5% |
| YTD | +57.9% | -21.7% | +79.6% | +55.8% |
| 1Y | +57.4% | -47.3% | +104.7% | +61.7% |
| All | +57.4% | -47.4% | +104.8% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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