+151.9%
NEE vs DOCU
+80.0%
+71.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.0% |
| 7D | +1.9% | +6.9% | -4.9% | +1.5% |
| 30D | -2.2% | +19.0% | -21.2% | -3.3% |
| 3M | -1.2% | +34.3% | -35.5% | -3.2% |
| 6M | -8.6% | +48.0% | -56.6% | -11.2% |
| YTD | +6.2% | 0.0% | +6.2% | +5.8% |
| 1Y | +21.1% | -10.3% | +31.4% | +21.4% |
| 3Y | +36.4% | +32.4% | +4.0% | +29.7% |
| 5Y | +11.4% | -77.9% | +89.3% | +14.8% |
| All | +151.9% | +80.0% | +71.9% | +145.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling