+142.7%
NI vs DOCU
+104.4%
+38.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.5% | -3.4% | +4.9% | +1.6% |
| 30D | +11.9% | +9.3% | +2.6% | +11.6% |
| 3M | +9.1% | +30.2% | -21.1% | +8.3% |
| 6M | -1.8% | +62.1% | -63.9% | -3.3% |
| YTD | +11.4% | +13.5% | -2.2% | +10.8% |
| 1Y | +6.4% | +11.5% | -5.1% | +5.9% |
| 3Y | +98.2% | +89.5% | +8.7% | +92.6% |
| 5Y | +110.1% | -69.6% | +179.7% | +107.6% |
| All | +142.7% | +104.4% | +38.3% | +113.6% |
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 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