+9.0%
MSFT vs DOCS
-47.4%
+56.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +6.3% | +0.3% | +5.9% |
| 7D | +4.7% | +1.2% | +3.4% | +4.5% |
| 30D | +5.8% | +21.3% | -15.5% | +3.4% |
| 3M | +13.0% | +58.4% | -45.4% | +6.9% |
| 6M | +34.9% | +39.3% | -4.4% | +28.1% |
| YTD | +15.7% | -21.7% | +37.4% | +9.7% |
| 1Y | +9.0% | -47.3% | +56.3% | +1.7% |
| All | +9.0% | -47.4% | +56.4% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling