+131.1%
NTAP vs DOCU
-78.0%
+209.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.5% |
| 7D | -0.8% | +6.9% | -7.7% | -2.0% |
| 30D | -0.5% | +19.0% | -19.5% | -4.0% |
| 3M | +4.1% | +34.3% | -30.2% | -2.0% |
| 6M | +88.0% | +48.0% | +39.9% | +73.4% |
| YTD | +75.6% | 0.0% | +75.6% | +72.8% |
| 1Y | +58.9% | -10.3% | +69.2% | +58.8% |
| 3Y | +153.6% | +32.4% | +121.2% | +132.8% |
| All | +131.1% | -78.0% | +209.0% | +127.9% |
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 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