+74.4%
NFLX vs DOCS
+9.5%
+64.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.6% | -5.1% |
| 7D | -4.2% | -1.4% | -2.8% | -4.1% |
| 30D | +5.5% | +21.8% | -16.4% | +3.1% |
| 3M | -4.1% | +27.3% | -31.4% | -6.6% |
| 6M | -20.7% | -0.3% | -20.3% | -21.5% |
| YTD | -16.5% | -40.5% | +24.0% | -13.3% |
| 1Y | -37.8% | -61.5% | +23.8% | -32.6% |
| All | +74.4% | +9.5% | +64.9% | +69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling