+31.9%
NXPI vs DOCS
-47.4%
+79.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.5% | +0.7% |
| 7D | +5.3% | +1.2% | +4.1% | +5.3% |
| 30D | +9.5% | +21.3% | -11.8% | +9.1% |
| 3M | +12.0% | +58.4% | -46.3% | +10.9% |
| 6M | -8.1% | +39.3% | -47.4% | -8.7% |
| YTD | +23.7% | -21.7% | +45.4% | +33.6% |
| 1Y | +31.9% | -47.3% | +79.3% | +55.9% |
| All | +31.9% | -47.4% | +79.4% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling