+62.4%
NOK vs DOCU
+104.6%
-42.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.8% |
| 7D | -1.4% | -4.8% | +3.3% | -0.9% |
| 30D | -21.0% | +9.4% | -30.4% | -21.9% |
| 3M | -12.6% | +29.0% | -41.6% | -15.6% |
| 6M | -36.2% | +62.3% | -98.5% | -40.5% |
| YTD | +26.4% | +13.7% | +12.8% | +22.9% |
| 1Y | +19.6% | +11.5% | +8.0% | +16.4% |
| 3Y | +152.6% | +94.2% | +58.4% | +120.3% |
| 5Y | +57.3% | -71.7% | +129.0% | +60.0% |
| All | +62.4% | +104.6% | -42.2% | +20.8% |
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