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  • JPM vs DOCS✓SelectedUSD · DOCSJPM vs DOCS performance historyLatest closeAs of-0.84%11/06
Stock and ETF performance explorer

JPM vs DOCS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+151.2%
DOCS return
-21.0%
Excess return
+172.3%
Maximum drawdown
-38.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioDOCSExcessAlpha
1D-0.8%-2.0%+1.2%-0.7%
7D-0.8%-0.8%0.0%-0.7%
30D+1.5%+17.4%-15.9%+0.4%
3M-5.7%+57.4%-63.0%-8.9%
6M+7.2%+26.5%-19.3%+4.8%
YTD+5.8%-26.6%+32.4%+7.2%
1Y+8.8%-48.1%+56.8%+12.8%
3Y+147.4%+52.6%+94.8%+133.3%
5Y+125.3%-52.1%+177.4%+120.4%
All+151.2%-21.0%+172.3%+144.0%

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 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