+164.4%
NXPI vs DOCU
+107.7%
+56.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.0% | -5.8% | -7.3% |
| 7D | -8.1% | -3.2% | -4.9% | -7.4% |
| 30D | 0.0% | +15.7% | -15.7% | -3.3% |
| 3M | +6.2% | +37.3% | -31.1% | -1.8% |
| 6M | -15.7% | +63.1% | -78.9% | -26.2% |
| YTD | +14.1% | +15.4% | -1.3% | +7.6% |
| 1Y | +18.2% | +11.3% | +6.9% | +12.2% |
| 3Y | +42.0% | +92.1% | -50.1% | +14.8% |
| 5Y | +19.5% | -70.5% | +90.0% | +27.9% |
| All | +164.4% | +107.7% | +56.7% | +153.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling