+3.1%
NEE vs DOCS
-38.0%
+41.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.2% |
| 7D | -2.8% | -4.2% | +1.4% | -3.0% |
| 30D | +9.5% | +8.6% | +0.9% | +10.0% |
| 3M | +1.0% | +27.2% | -26.2% | +2.5% |
| 6M | -8.0% | +26.5% | -34.5% | -6.2% |
| YTD | +9.4% | -25.0% | +34.4% | +9.6% |
| 1Y | +3.1% | -37.0% | +40.1% | +3.1% |
| All | +3.1% | -38.0% | +41.1% | +3.1% |
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