+1.5%
NFLX vs DOCU
-71.9%
+73.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.6% |
| 7D | +5.7% | -3.2% | +8.9% | +6.7% |
| 30D | -4.6% | +15.7% | -20.2% | -9.0% |
| 3M | -11.6% | +37.3% | -48.9% | -20.7% |
| 6M | -25.4% | +63.1% | -88.5% | -37.3% |
| YTD | -30.1% | +15.4% | -45.5% | -35.0% |
| 1Y | -40.3% | +11.3% | -51.6% | -44.0% |
| 3Y | +51.6% | +92.1% | -40.4% | +6.1% |
| 5Y | +1.5% | -70.5% | +72.0% | +3.0% |
| All | +1.5% | -71.9% | +73.4% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling