+53.9%
QCOM vs DOCS
+57.4%
-3.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.3% | -1.0% | +4.5% |
| 7D | -5.3% | +1.2% | -6.6% | -5.5% |
| 30D | -4.2% | +21.3% | -25.5% | -6.7% |
| 3M | +7.0% | +58.4% | -51.3% | -0.1% |
| 6M | +3.8% | +39.3% | -35.5% | -2.1% |
| YTD | +2.8% | -21.7% | +24.5% | +4.2% |
| 1Y | +2.3% | -47.3% | +49.6% | +8.8% |
| All | +53.9% | +57.4% | -3.5% | +45.2% |
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