+607.2%
NBIS vs DOCU
+7.7%
+599.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.1% | +9.2% |
| 7D | 0.0% | -4.8% | +4.8% | +1.0% |
| 30D | -36.0% | +9.4% | -45.4% | -37.3% |
| 3M | -24.7% | +29.0% | -53.8% | -29.9% |
| 6M | -20.1% | +62.3% | -82.4% | -33.0% |
| YTD | +69.0% | +13.7% | +55.3% | +65.8% |
| 1Y | +27.1% | +11.5% | +15.6% | +25.8% |
| All | +607.2% | +7.7% | +599.6% | +656.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling