+17.4%
NOK vs DOCU
+10.8%
+6.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.8% |
| 7D | -1.4% | -4.8% | +3.3% | -1.8% |
| 30D | -21.0% | +9.4% | -30.4% | -20.6% |
| 3M | -12.6% | +29.0% | -41.6% | -11.8% |
| 6M | -36.2% | +62.3% | -98.5% | -35.6% |
| YTD | +26.4% | +13.7% | +12.8% | +39.2% |
| All | +17.4% | +10.8% | +6.6% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling