+23.4%
NFLX vs DOCS
-20.2%
+43.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.7% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | -9.0% | +7.8% | -16.8% | -10.2% |
| 3M | -13.7% | +20.0% | -33.7% | -16.6% |
| 6M | -26.9% | +26.5% | -53.4% | -31.1% |
| YTD | -31.8% | -25.8% | -6.0% | -30.0% |
| 1Y | -42.1% | -39.5% | -2.6% | -38.5% |
| 3Y | +47.0% | +60.3% | -13.4% | +19.5% |
| 5Y | -2.5% | -57.0% | +54.5% | -9.4% |
| All | +23.4% | -20.2% | +43.6% | +16.5% |
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