+93.9%
INTC vs DOCS
-73.4%
+167.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.8% | +7.3% | +4.8% |
| 7D | +7.1% | -1.4% | +8.5% | +7.2% |
| 30D | -5.2% | +21.8% | -27.0% | -7.7% |
| 3M | -14.3% | +27.3% | -41.6% | -17.3% |
| 6M | +110.2% | -0.3% | +110.5% | +107.7% |
| YTD | +159.6% | -40.5% | +200.1% | +171.8% |
| 1Y | +289.3% | -61.5% | +350.8% | +330.1% |
| 3Y | +166.1% | +8.2% | +157.9% | +143.4% |
| All | +93.9% | -73.4% | +167.3% | +91.0% |
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