+479.4%
NBIS vs DOCU
+11.9%
+467.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.8% | -10.7% | -10.1% |
| 7D | -10.5% | +4.1% | -14.6% | -11.2% |
| 30D | -37.7% | +7.4% | -45.1% | -38.6% |
| 3M | -54.6% | +26.0% | -80.6% | -57.2% |
| 6M | -44.1% | +79.2% | -123.3% | -54.6% |
| YTD | +38.4% | +18.1% | +20.4% | +34.8% |
| 1Y | +30.7% | +20.5% | +10.2% | +25.4% |
| All | +479.4% | +11.9% | +467.5% | +515.4% |
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