-22.5%
NOW vs DOCU
-71.6%
+49.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -27.5% | -3.7% | -23.8% | -26.1% |
| 30D | -20.0% | +15.0% | -35.0% | -24.4% |
| 3M | -7.9% | +39.9% | -47.8% | -19.9% |
| 6M | +18.3% | +66.2% | -47.8% | -3.3% |
| YTD | -29.0% | +17.7% | -46.7% | -33.8% |
| 1Y | -38.7% | +13.7% | -52.4% | -42.2% |
| 3Y | -10.3% | +95.9% | -106.2% | -34.9% |
| 5Y | -22.5% | -71.7% | +49.2% | -21.7% |
| All | -22.5% | -71.6% | +49.1% | -21.7% |
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