+66.3%
DOCU vs NVDX
+871.3%
-805.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.6% |
| 7D | +6.9% | +11.6% | -4.7% | +5.8% |
| 30D | +19.0% | +7.5% | +11.5% | +18.0% |
| 3M | +34.3% | +2.1% | +32.2% | +33.2% |
| 6M | +48.0% | +35.5% | +12.5% | +41.8% |
| YTD | 0.0% | +24.1% | -24.1% | -3.8% |
| 1Y | -10.3% | +33.0% | -43.2% | -15.1% |
| All | +66.3% | +871.3% | -805.0% | +16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling