+157.6%
NEE vs DOCU
+110.9%
+46.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -3.4% | +1.6% | -4.9% | -3.4% |
| 30D | +9.0% | +10.8% | -1.8% | +8.3% |
| 3M | +0.2% | +38.0% | -37.8% | -1.9% |
| 6M | -8.5% | +77.4% | -85.9% | -12.0% |
| YTD | +8.6% | +17.2% | -8.6% | +7.0% |
| 1Y | +2.2% | +15.6% | -13.4% | +0.8% |
| 3Y | +69.1% | +95.6% | -26.5% | +56.2% |
| 5Y | +13.0% | -69.7% | +82.7% | +14.3% |
| All | +157.6% | +110.9% | +46.6% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling