+186.7%
NXPI vs DOCU
+112.5%
+74.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.0% |
| 7D | +6.8% | +4.1% | +2.7% | +5.8% |
| 30D | +20.0% | +7.4% | +12.7% | +18.0% |
| 3M | +14.8% | +26.0% | -11.2% | +8.4% |
| 6M | -10.5% | +79.2% | -89.7% | -23.1% |
| YTD | +23.7% | +18.1% | +5.7% | +16.1% |
| 1Y | +34.1% | +20.5% | +13.5% | +24.9% |
| 3Y | +51.2% | +96.4% | -45.2% | +21.7% |
| 5Y | +33.4% | -69.5% | +102.9% | +41.8% |
| All | +186.7% | +112.5% | +74.2% | +173.2% |
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