+29.6%
DOCU vs NTRS
+166.2%
-136.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -3.9% | -4.5% |
| 7D | +0.7% | +1.7% | -1.0% | +0.1% |
| 30D | +8.0% | +0.1% | +7.9% | +7.8% |
| 3M | +41.0% | +9.8% | +31.1% | +35.2% |
| 6M | +33.7% | +34.7% | -1.0% | +16.3% |
| YTD | -4.9% | +37.4% | -42.2% | -18.0% |
| 1Y | -20.4% | +48.2% | -68.5% | -33.9% |
| 3Y | +29.6% | +163.5% | -133.9% | -22.8% |
| All | +29.6% | +166.2% | -136.6% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NTRS 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling