+29.0%
NFLX vs DOCS
-73.4%
+102.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.6% | -4.8% |
| 7D | -4.2% | -1.4% | -2.8% | -4.0% |
| 30D | +5.5% | +21.8% | -16.4% | +0.5% |
| 3M | -4.1% | +27.3% | -31.4% | -9.4% |
| 6M | -20.7% | -0.3% | -20.3% | -22.5% |
| YTD | -16.5% | -40.5% | +24.0% | -10.0% |
| 1Y | -37.8% | -61.5% | +23.8% | -27.0% |
| 3Y | +77.9% | +8.2% | +69.7% | +50.0% |
| All | +29.0% | -73.4% | +102.4% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling