-40.3%
NFLX vs DOCS
-49.5%
+9.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | -0.9% |
| 7D | +5.7% | -1.3% | +7.0% | +5.7% |
| 30D | -4.6% | +19.4% | -24.0% | -5.8% |
| 3M | -11.6% | +53.4% | -65.0% | -14.2% |
| 6M | -25.4% | +28.8% | -54.2% | -27.5% |
| YTD | -30.1% | -25.1% | -5.0% | -33.4% |
| 1Y | -40.3% | -48.1% | +7.8% | -44.7% |
| All | -40.3% | -49.5% | +9.2% | -44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling