+99.7%
TXN vs DOCS
-47.4%
+147.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.7% | +0.1% |
| 7D | +1.0% | +1.2% | -0.2% | +1.1% |
| 30D | +6.1% | +21.3% | -15.2% | +7.5% |
| 3M | +10.4% | +58.4% | -48.0% | +13.6% |
| 6M | +12.6% | +39.3% | -26.7% | +16.0% |
| YTD | +83.5% | -21.7% | +105.2% | +97.4% |
| 1Y | +99.7% | -47.3% | +147.0% | +132.4% |
| All | +99.7% | -47.4% | +147.2% | +132.4% |
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