+52.1%
NOK vs DOCU
+104.2%
-52.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.3% | +2.9% |
| 7D | -10.5% | -5.5% | -5.0% | -9.9% |
| 30D | -27.9% | +12.6% | -40.5% | -29.0% |
| 3M | -18.8% | +36.4% | -55.2% | -22.1% |
| 6M | -41.9% | +66.8% | -108.7% | -46.0% |
| YTD | +18.4% | +13.5% | +4.9% | +15.1% |
| 1Y | +10.9% | +11.3% | -0.4% | +8.0% |
| 3Y | +137.9% | +92.1% | +45.8% | +107.8% |
| 5Y | +47.8% | -71.0% | +118.8% | +50.0% |
| All | +52.1% | +104.2% | -52.1% | +13.1% |
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