+92.3%
NI vs DOCU
+91.1%
+1.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.9% |
| 7D | 0.0% | -3.2% | +3.2% | 0.0% |
| 30D | +10.0% | +15.7% | -5.7% | +9.8% |
| 3M | +4.3% | +37.3% | -33.0% | +3.8% |
| 6M | -6.5% | +63.1% | -69.7% | -7.4% |
| YTD | +9.3% | +15.4% | -6.1% | +9.8% |
| 1Y | +6.4% | +11.3% | -4.9% | +7.1% |
| All | +92.3% | +91.1% | +1.2% | +75.9% |
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