-30.8%
TSCO vs DOCS
-40.0%
+9.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.6% | +0.3% |
| 7D | +6.8% | -0.6% | +7.4% | +6.9% |
| 30D | +11.3% | +6.3% | +5.0% | +11.0% |
| 3M | +9.1% | +26.5% | -17.4% | +8.2% |
| 6M | +24.2% | +24.8% | -0.6% | +21.4% |
| YTD | -23.5% | -26.8% | +3.2% | -26.7% |
| 1Y | -30.8% | -38.3% | +7.5% | -32.1% |
| All | -30.8% | -40.0% | +9.2% | -32.1% |
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