+213.6%
NOW vs DOCU
+107.7%
+106.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.0% | -4.0% | -5.1% |
| 7D | -6.7% | -3.2% | -3.5% | -5.4% |
| 30D | -25.8% | +15.7% | -41.5% | -29.9% |
| 3M | -12.7% | +37.3% | -50.0% | -23.2% |
| 6M | +11.2% | +63.1% | -51.9% | -7.9% |
| YTD | -33.2% | +15.4% | -48.6% | -36.6% |
| 1Y | -41.8% | +11.3% | -53.1% | -44.2% |
| 3Y | -15.7% | +92.1% | -107.7% | -38.2% |
| 5Y | -26.0% | -70.5% | +44.5% | -6.5% |
| All | +213.6% | +107.7% | +106.0% | +75.1% |
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