+28.0%
NBIS vs DOCU
+11.6%
+16.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.6% |
| 7D | -22.4% | -3.7% | -18.7% | -23.3% |
| 30D | -39.1% | +15.0% | -54.1% | -36.1% |
| 3M | -37.3% | +39.9% | -77.2% | -29.9% |
| 6M | -19.8% | +66.2% | -85.9% | -5.7% |
| YTD | +69.1% | +17.7% | +51.4% | +107.1% |
| 1Y | +28.0% | +13.7% | +14.3% | +61.7% |
| All | +28.0% | +11.6% | +16.4% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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