+19.3%
INTC vs DOCS
-19.4%
+38.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +17.1% | +0.1% | +17.1% | +17.1% |
| 30D | -40.5% | +8.7% | -49.1% | -40.9% |
| 3M | -39.4% | +32.9% | -72.2% | -41.1% |
| 6M | -49.3% | +25.5% | -74.8% | -50.9% |
| YTD | +65.9% | -25.0% | +90.9% | +68.8% |
| 1Y | +61.5% | -34.9% | +96.4% | +67.0% |
| 3Y | +59.6% | +39.3% | +20.3% | +44.7% |
| 5Y | +31.2% | -54.8% | +86.0% | +26.1% |
| All | +19.3% | -19.4% | +38.6% | +14.1% |
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