+11.5%
DOCU vs NVDX
-44.8%
+56.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.0% | +10.8% | 0.0% |
| 7D | -3.4% | -34.6% | +31.2% | -2.8% |
| 30D | +9.3% | -47.9% | +57.2% | +10.2% |
| 3M | +30.2% | -44.4% | +74.6% | +30.8% |
| 6M | +62.1% | -47.3% | +109.5% | +63.7% |
| YTD | +13.5% | -36.9% | +50.4% | +12.6% |
| 1Y | +11.5% | -46.8% | +58.3% | +12.5% |
| All | +11.5% | -44.8% | +56.3% | +12.5% |
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