+29.0%
NFLX vs DOCU
-78.0%
+107.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.7% | -9.0% | -6.5% |
| 7D | -4.2% | +6.9% | -11.1% | -6.4% |
| 30D | +5.5% | +19.0% | -13.5% | -0.7% |
| 3M | -4.1% | +34.3% | -38.4% | -13.6% |
| 6M | -20.7% | +48.0% | -68.7% | -31.5% |
| YTD | -16.5% | 0.0% | -16.6% | -18.6% |
| 1Y | -37.8% | -10.3% | -27.5% | -37.7% |
| 3Y | +77.9% | +32.4% | +45.5% | +42.4% |
| All | +29.0% | -78.0% | +107.0% | +57.3% |
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