+547.5%
NBIS vs DOCU
+7.5%
+540.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.7% | +9.2% | +7.9% |
| 7D | -16.0% | -5.5% | -10.4% | -15.0% |
| 30D | -45.4% | +12.6% | -58.0% | -46.8% |
| 3M | -31.8% | +36.4% | -68.2% | -37.5% |
| 6M | -33.6% | +66.8% | -100.4% | -45.1% |
| YTD | +54.7% | +13.5% | +41.2% | +51.8% |
| 1Y | +18.3% | +11.3% | +7.0% | +17.2% |
| All | +547.5% | +7.5% | +540.0% | +592.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling