+135.8%
NTAP vs DOCU
+91.1%
+44.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.0% | -7.8% | -9.3% |
| 7D | -22.5% | -3.2% | -19.2% | -21.9% |
| 30D | -25.7% | +15.7% | -41.4% | -28.0% |
| 3M | -9.0% | +37.3% | -46.3% | -15.8% |
| 6M | +49.2% | +63.1% | -13.9% | +31.9% |
| YTD | +60.6% | +15.4% | +45.2% | +52.3% |
| 1Y | +48.7% | +11.3% | +37.3% | +41.9% |
| All | +135.8% | +91.1% | +44.7% | +89.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling