+275.9%
NEM vs DOCU
+104.2%
+171.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.1% |
| 7D | +13.4% | -5.5% | +19.0% | +13.6% |
| 30D | +6.5% | +12.6% | -6.2% | +6.0% |
| 3M | +14.9% | +36.4% | -21.5% | +13.6% |
| 6M | +5.5% | +66.8% | -61.3% | +3.3% |
| YTD | +21.9% | +13.5% | +8.4% | +21.1% |
| 1Y | +47.9% | +11.3% | +36.6% | +47.0% |
| 3Y | +238.2% | +92.1% | +146.1% | +227.6% |
| 5Y | +146.2% | -71.0% | +217.2% | +142.4% |
| All | +275.9% | +104.2% | +171.7% | +255.4% |
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