+16.4%
DOCU vs NVS
+28.3%
-11.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.1% |
| 7D | -0.4% | -2.8% | +2.4% | -0.6% |
| 30D | +12.9% | +11.5% | +1.5% | +13.8% |
| 3M | +35.1% | +3.7% | +31.4% | +36.1% |
| 6M | +76.2% | +10.4% | +65.8% | +81.1% |
| YTD | +17.2% | +19.8% | -2.6% | +15.1% |
| 1Y | +16.4% | +26.6% | -10.2% | +11.5% |
| All | +16.4% | +28.3% | -11.8% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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