+43.2%
NXPI vs DOCS
+47.6%
-4.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.8% |
| 7D | -4.4% | -0.8% | -3.6% | -4.3% |
| 30D | +5.6% | +17.4% | -11.9% | +3.9% |
| 3M | +7.6% | +57.4% | -49.8% | +2.4% |
| 6M | -17.6% | +26.5% | -44.1% | -20.3% |
| YTD | +15.9% | -26.6% | +42.5% | +19.8% |
| 1Y | +22.4% | -48.1% | +70.4% | +32.3% |
| 3Y | +43.2% | +52.6% | -9.4% | +34.4% |
| All | +43.2% | +47.6% | -4.3% | +34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling