+426.2%
NFLX vs DOC
+14.9%
+411.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | +5.7% | +6.2% | -0.6% | +4.4% |
| 30D | -4.6% | +6.5% | -11.0% | -5.8% |
| 3M | -11.6% | -6.2% | -5.4% | -10.5% |
| 6M | -25.4% | +25.6% | -51.0% | -29.1% |
| YTD | -30.1% | +32.1% | -62.2% | -34.3% |
| 1Y | -40.3% | +20.3% | -60.6% | -42.8% |
| 3Y | +51.6% | +42.7% | +8.9% | +37.6% |
| 5Y | +1.5% | -22.2% | +23.7% | +4.6% |
| All | +426.2% | +14.9% | +411.3% | +401.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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