+111.3%
NI vs DOCU
-71.8%
+183.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +0.4% | -4.8% | +5.2% | +0.6% |
| 30D | +11.3% | +9.4% | +1.9% | +11.0% |
| 3M | +6.5% | +29.0% | -22.6% | +5.5% |
| 6M | -2.3% | +62.3% | -64.6% | -4.0% |
| YTD | +10.8% | +13.7% | -2.9% | +10.2% |
| 1Y | +6.2% | +11.5% | -5.3% | +5.8% |
| 3Y | +98.7% | +94.2% | +4.5% | +91.3% |
| 5Y | +111.3% | -71.7% | +183.1% | +100.3% |
| All | +111.3% | -71.8% | +183.1% | +100.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling