+6.5%
MSFT vs DOCS
-49.5%
+56.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.3% | +0.7% | -3.0% |
| 7D | +1.1% | -1.3% | +2.4% | +1.3% |
| 30D | +1.3% | +19.4% | -18.1% | -0.8% |
| 3M | +10.2% | +53.4% | -43.2% | +4.6% |
| 6M | +30.8% | +28.8% | +2.0% | +25.5% |
| YTD | +11.5% | -25.1% | +36.6% | +6.3% |
| 1Y | +6.5% | -48.1% | +54.7% | -0.1% |
| All | +6.5% | -49.5% | +56.0% | -0.1% |
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 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