+50.9%
NXPI vs DOCN
+88.7%
-37.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +8.0% | -4.8% | +1.4% |
| 7D | -0.3% | -12.8% | +12.5% | +2.7% |
| 30D | +12.7% | -41.9% | +54.6% | +26.6% |
| 3M | +7.5% | -36.9% | +44.4% | +16.6% |
| 6M | -12.3% | -52.2% | +39.9% | +0.4% |
| YTD | +19.7% | +62.7% | -43.0% | -4.0% |
| 1Y | +27.6% | +58.2% | -30.7% | +2.9% |
| 3Y | +50.0% | +219.5% | -169.5% | -5.1% |
| 5Y | +27.2% | -32.9% | +60.0% | -2.7% |
| All | +50.9% | +88.7% | -37.8% | -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