+162.3%
NEE vs DOCU
+104.6%
+57.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +2.2% | -4.8% | +6.9% | +2.4% |
| 30D | +12.3% | +9.4% | +2.9% | +11.6% |
| 3M | +3.4% | +29.0% | -25.6% | +1.7% |
| 6M | -5.3% | +62.3% | -67.6% | -8.5% |
| YTD | +10.6% | +13.7% | -3.1% | +9.2% |
| 1Y | +6.5% | +11.5% | -5.1% | +5.2% |
| 3Y | +73.5% | +94.2% | -20.7% | +60.2% |
| 5Y | +17.0% | -71.7% | +88.7% | +18.7% |
| All | +162.3% | +104.6% | +57.7% | +153.7% |
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