+56.0%
NXPI vs DOCN
+108.0%
-52.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.3% | +0.1% |
| 7D | +6.8% | +19.1% | -12.3% | +2.4% |
| 30D | +20.0% | -21.0% | +41.1% | +25.8% |
| 3M | +14.8% | -34.7% | +49.6% | +23.9% |
| 6M | -10.5% | -45.8% | +35.3% | -0.6% |
| YTD | +23.7% | +79.4% | -55.7% | -3.1% |
| 1Y | +34.1% | +91.0% | -56.9% | +3.2% |
| 3Y | +51.2% | +237.5% | -186.2% | -5.5% |
| 5Y | +33.4% | -30.4% | +63.8% | +0.5% |
| All | +56.0% | +108.0% | -52.0% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 10y: compounded portfolio wealth divided by compounded DOCN 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…
10y analysis · Full analysis span regression · 6 months rolling