+35.5%
NCLH vs DOCU
+91.1%
-55.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.6% | -3.9% |
| 7D | -2.5% | -3.2% | +0.7% | -1.6% |
| 30D | +14.5% | +15.7% | -1.2% | +9.4% |
| 3M | -12.5% | +37.3% | -49.8% | -21.4% |
| 6M | +4.8% | +63.1% | -58.3% | -11.7% |
| YTD | -20.4% | +15.4% | -35.8% | -25.3% |
| 1Y | -4.6% | +11.3% | -15.9% | -9.5% |
| All | +35.5% | +91.1% | -55.6% | -8.6% |
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 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