+13.3%
INTC vs DOCS
-21.3%
+34.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -2.0% |
| 7D | -4.0% | -0.6% | -3.4% | -4.0% |
| 30D | -44.5% | +6.3% | -50.8% | -44.8% |
| 3M | -40.4% | +26.5% | -66.9% | -41.8% |
| 6M | -53.5% | +24.8% | -78.3% | -55.0% |
| YTD | +57.5% | -26.8% | +84.3% | +60.7% |
| 1Y | +51.2% | -38.3% | +89.5% | +57.2% |
| 3Y | +51.6% | +36.0% | +15.5% | +37.8% |
| 5Y | +23.5% | -55.0% | +78.5% | +18.9% |
| All | +13.3% | -21.3% | +34.5% | +8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling