+92.1%
DOCU vs NVDX
+449.9%
-357.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.1% | -6.8% | -2.1% |
| 7D | -5.5% | -18.2% | +12.7% | -4.2% |
| 30D | +12.6% | -40.2% | +52.9% | +17.1% |
| 3M | +36.4% | -32.6% | +69.0% | +39.9% |
| 6M | +66.8% | -30.6% | +97.4% | +69.4% |
| YTD | +13.5% | -22.3% | +35.8% | +13.0% |
| 1Y | +11.3% | -27.1% | +38.4% | +11.1% |
| 3Y | +92.1% | +441.8% | -349.8% | +50.7% |
| All | +92.1% | +449.9% | -357.9% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling