+21.0%
NFLX vs DOCS
-19.4%
+40.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -4.4% | +0.1% | -4.4% | -4.4% |
| 30D | -11.0% | +8.7% | -19.7% | -12.3% |
| 3M | -15.5% | +32.9% | -48.4% | -19.6% |
| 6M | -28.5% | +25.5% | -54.0% | -32.5% |
| YTD | -33.1% | -25.0% | -8.1% | -31.5% |
| 1Y | -45.8% | -34.9% | -11.0% | -43.2% |
| 3Y | +40.2% | +39.3% | +0.9% | +18.1% |
| 5Y | -8.2% | -54.8% | +46.7% | -14.8% |
| All | +21.0% | -19.4% | +40.4% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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