+211.8%
NTAP vs DOCU
+104.2%
+107.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.2% |
| 7D | -15.1% | -5.5% | -9.5% | -14.2% |
| 30D | -28.1% | +12.6% | -40.7% | -29.7% |
| 3M | -11.4% | +36.4% | -47.8% | -16.9% |
| 6M | +52.2% | +66.8% | -14.6% | +37.1% |
| YTD | +60.4% | +13.5% | +47.0% | +53.9% |
| 1Y | +51.0% | +11.3% | +39.7% | +45.2% |
| 3Y | +135.6% | +92.1% | +43.5% | +101.0% |
| 5Y | +107.5% | -71.0% | +178.5% | +120.8% |
| All | +211.8% | +104.2% | +107.6% | +72.4% |
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