+9.7%
PYPL vs DOCS
+47.6%
-37.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.7% |
| 7D | +3.9% | -0.8% | +4.7% | +4.0% |
| 30D | +7.8% | +17.4% | -9.6% | +5.6% |
| 3M | -0.7% | +57.4% | -58.0% | -7.3% |
| 6M | +28.8% | +26.5% | +2.2% | +23.1% |
| YTD | +2.4% | -26.6% | +28.9% | +5.4% |
| 1Y | -9.6% | -48.1% | +38.5% | -2.7% |
| 3Y | +9.7% | +52.6% | -43.0% | +0.5% |
| All | +9.7% | +47.6% | -37.9% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling