+501.9%
NBIS vs DOCU
+9.3%
+492.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -2.0% | -13.0% | -14.6% |
| 7D | -30.0% | -3.2% | -26.8% | -29.5% |
| 30D | -51.8% | +15.7% | -67.5% | -53.3% |
| 3M | -45.0% | +37.3% | -82.3% | -49.6% |
| 6M | -31.6% | +63.1% | -94.7% | -42.7% |
| YTD | +43.8% | +15.4% | +28.4% | +40.7% |
| 1Y | +2.9% | +11.3% | -8.4% | +2.7% |
| All | +501.9% | +9.3% | +492.5% | +542.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling