-20.4%
DOCU vs NVDX
+34.5%
-54.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.9% | -1.0% | -4.8% |
| 7D | +0.7% | +7.3% | -6.6% | +0.5% |
| 30D | +8.0% | -0.9% | +8.9% | +7.7% |
| 3M | +41.0% | +8.4% | +32.6% | +41.0% |
| 6M | +33.7% | +38.2% | -4.5% | +33.4% |
| YTD | -4.9% | +19.3% | -24.1% | -5.6% |
| 1Y | -20.4% | +33.3% | -53.6% | -14.4% |
| All | -20.4% | +34.5% | -54.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling