+50.2%
NFLX vs DOCN
+171.0%
-120.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.8% | -8.2% | -5.8% |
| 7D | -4.2% | +1.1% | -5.4% | -4.5% |
| 30D | +5.5% | -9.6% | +15.1% | +6.6% |
| 3M | -4.1% | -37.7% | +33.6% | +2.4% |
| 6M | -20.7% | +115.2% | -135.9% | -37.2% |
| YTD | -16.5% | +133.7% | -150.3% | -35.9% |
| 1Y | -37.8% | +250.2% | -287.9% | -57.4% |
| 3Y | +77.9% | +320.3% | -242.4% | +5.1% |
| 5Y | +32.5% | +53.1% | -20.6% | -6.8% |
| All | +50.2% | +171.0% | -120.8% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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