+45.9%
NFLX vs DOCS
+47.6%
-1.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -3.1% |
| 7D | +2.1% | -0.8% | +2.9% | +2.2% |
| 30D | -9.0% | +17.4% | -26.4% | -10.4% |
| 3M | -14.0% | +57.4% | -71.3% | -17.8% |
| 6M | -28.2% | +26.5% | -54.7% | -30.4% |
| YTD | -32.4% | -26.6% | -5.8% | -31.3% |
| 1Y | -42.2% | -48.1% | +5.9% | -39.5% |
| 3Y | +45.9% | +52.6% | -6.8% | +39.7% |
| All | +45.9% | +47.6% | -1.7% | +39.7% |
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 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