+6.8%
NOW vs DOCU
-78.0%
+84.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.7% | -6.7% | -4.5% |
| 7D | -2.4% | +6.9% | -9.3% | -5.2% |
| 30D | +20.5% | +19.0% | +1.5% | +11.9% |
| 3M | +18.3% | +34.3% | -15.9% | +4.8% |
| 6M | +24.1% | +48.0% | -23.9% | +7.0% |
| YTD | -7.8% | 0.0% | -7.8% | -8.1% |
| 1Y | -21.4% | -10.3% | -11.1% | -19.1% |
| 3Y | +19.5% | +32.4% | -12.9% | +0.8% |
| All | +6.8% | -78.0% | +84.8% | +30.2% |
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