+4.3%
NEE vs DOCS
-33.3%
+37.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -2.1% | +2.6% | -4.7% | -2.0% |
| 30D | +8.6% | +11.4% | -2.8% | +9.3% |
| 3M | -0.3% | +25.4% | -25.7% | +1.1% |
| 6M | -8.9% | +42.5% | -51.5% | -6.2% |
| YTD | +8.3% | -24.7% | +33.0% | +8.2% |
| 1Y | +4.3% | -32.9% | +37.2% | +3.8% |
| All | +4.3% | -33.3% | +37.6% | +3.8% |
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