+11.3%
DOCU vs NVDX
-33.4%
+44.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.1% | -6.8% | -1.7% |
| 7D | -5.5% | -18.2% | +12.7% | -5.3% |
| 30D | +12.6% | -40.2% | +52.9% | +13.5% |
| 3M | +36.4% | -32.6% | +69.0% | +36.6% |
| 6M | +66.8% | -30.6% | +97.4% | +67.6% |
| YTD | +13.5% | -22.3% | +35.8% | +12.3% |
| 1Y | +11.3% | -27.1% | +38.4% | +10.5% |
| All | +11.3% | -33.4% | +44.7% | +10.5% |
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