+45.9%
NFLX vs DOCU
+87.9%
-42.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.0% |
| 7D | +2.1% | -5.5% | +7.7% | +3.2% |
| 30D | -9.0% | +12.6% | -21.7% | -11.0% |
| 3M | -14.0% | +36.4% | -50.3% | -19.0% |
| 6M | -28.2% | +66.8% | -95.0% | -35.2% |
| YTD | -32.4% | +13.5% | -45.8% | -35.0% |
| 1Y | -42.2% | +11.3% | -53.5% | -44.3% |
| 3Y | +45.9% | +92.1% | -46.2% | +30.1% |
| All | +45.9% | +87.9% | -42.1% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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