+332.8%
NOW vs DOCU
+80.0%
+252.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.7% | -6.7% | -4.5% |
| 7D | -2.4% | +6.9% | -9.3% | -5.1% |
| 30D | +20.5% | +19.0% | +1.5% | +12.1% |
| 3M | +18.3% | +34.3% | -15.9% | +5.1% |
| 6M | +24.1% | +48.0% | -23.9% | +7.3% |
| YTD | -7.8% | 0.0% | -7.8% | -7.5% |
| 1Y | -21.4% | -10.3% | -11.1% | -18.4% |
| 3Y | +19.5% | +32.4% | -12.9% | +1.0% |
| 5Y | +4.1% | -77.9% | +82.0% | +47.1% |
| All | +332.8% | +80.0% | +252.8% | +155.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling