+162.6%
NEE vs DOCU
+104.2%
+58.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | +3.9% | -5.5% | +9.4% | +4.2% |
| 30D | +12.8% | +12.6% | +0.2% | +12.0% |
| 3M | +3.6% | +36.4% | -32.8% | +1.5% |
| 6M | -7.5% | +66.8% | -74.3% | -10.7% |
| YTD | +10.7% | +13.5% | -2.8% | +9.3% |
| 1Y | +9.1% | +11.3% | -2.2% | +7.8% |
| 3Y | +61.0% | +92.1% | -31.1% | +48.8% |
| 5Y | +16.3% | -71.0% | +87.3% | +17.8% |
| All | +162.6% | +104.2% | +58.3% | +154.0% |
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