+17.1%
NXPI vs DOCU
-78.0%
+95.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.4% | +0.4% |
| 7D | +1.9% | +6.9% | -5.0% | +0.3% |
| 30D | -1.4% | +19.0% | -20.4% | -5.6% |
| 3M | -29.1% | +34.3% | -63.3% | -34.5% |
| 6M | +6.2% | +48.0% | -41.8% | -5.4% |
| YTD | +5.9% | 0.0% | +5.9% | +3.7% |
| 1Y | +2.9% | -10.3% | +13.2% | +3.1% |
| 3Y | +14.5% | +32.4% | -17.9% | +0.3% |
| All | +17.1% | -78.0% | +95.1% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling