+234.3%
NTAP vs DOCU
+112.5%
+121.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.7% |
| 7D | +7.2% | +4.1% | +3.1% | +6.4% |
| 30D | -18.4% | +7.4% | -25.7% | -19.4% |
| 3M | -11.3% | +26.0% | -37.3% | -15.4% |
| 6M | +53.8% | +79.2% | -25.4% | +36.8% |
| YTD | +72.0% | +18.1% | +53.9% | +63.8% |
| 1Y | +68.0% | +20.5% | +47.5% | +59.2% |
| 3Y | +149.5% | +96.4% | +53.1% | +112.1% |
| 5Y | +125.6% | -69.5% | +195.1% | +138.1% |
| All | +234.3% | +112.5% | +121.8% | +83.6% |
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