+25.0%
INTC vs DOCS
-54.3%
+79.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +5.4% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -43.3% | +7.8% | -51.1% | -43.7% |
| 3M | -41.6% | +20.0% | -61.6% | -42.9% |
| 6M | -52.5% | +26.5% | -79.0% | -54.3% |
| YTD | +60.9% | -25.8% | +86.7% | +64.6% |
| 1Y | +55.7% | -39.5% | +95.2% | +63.6% |
| 3Y | +59.2% | +60.3% | -1.2% | +36.6% |
| 5Y | +25.0% | -57.0% | +82.1% | +23.5% |
| All | +25.0% | -54.3% | +79.4% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling