+1,031.9%
NBIS vs DOCU
-5.2%
+1,037.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.7% | +3.8% | +6.6% |
| 7D | +8.2% | +6.9% | +1.3% | +6.5% |
| 30D | +3.4% | +19.0% | -15.6% | -1.7% |
| 3M | -12.8% | +34.3% | -47.1% | -22.2% |
| 6M | +131.5% | +48.0% | +83.5% | +93.9% |
| YTD | +170.5% | 0.0% | +170.4% | +174.4% |
| 1Y | +248.8% | -10.3% | +259.0% | +267.8% |
| All | +1,031.9% | -5.2% | +1,037.2% | +1,152.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling