-0.7%
TSCO vs DOCS
+38.9%
-39.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.1% |
| 7D | +0.4% | -4.2% | +4.6% | +0.6% |
| 30D | +9.8% | +8.6% | +1.2% | +9.4% |
| 3M | +4.8% | +27.2% | -22.4% | +3.6% |
| 6M | +23.3% | +26.5% | -3.2% | +21.3% |
| YTD | -25.1% | -25.0% | -0.1% | -24.9% |
| 1Y | -32.7% | -37.0% | +4.2% | -32.0% |
| All | -0.7% | +38.9% | -39.6% | -13.5% |
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