+234.8%
NEM vs DOCU
+91.1%
+143.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.3% | +1.4% |
| 7D | +7.1% | -3.2% | +10.3% | +7.2% |
| 30D | +2.9% | +15.7% | -12.8% | +2.3% |
| 3M | +15.0% | +37.3% | -22.3% | +13.4% |
| 6M | +10.3% | +63.1% | -52.8% | +7.6% |
| YTD | +20.7% | +15.4% | +5.3% | +21.0% |
| 1Y | +48.0% | +11.3% | +36.7% | +48.8% |
| All | +234.8% | +91.1% | +143.7% | +195.9% |
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 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