+107.8%
NTAP vs DOCU
-71.9%
+179.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.0% | -7.8% | -9.4% |
| 7D | -22.5% | -3.2% | -19.2% | -22.0% |
| 30D | -25.7% | +15.7% | -41.4% | -27.7% |
| 3M | -9.0% | +37.3% | -46.3% | -14.6% |
| 6M | +49.2% | +63.1% | -13.9% | +35.2% |
| YTD | +60.6% | +15.4% | +45.2% | +53.7% |
| 1Y | +48.7% | +11.3% | +37.3% | +42.9% |
| 3Y | +135.6% | +92.1% | +43.5% | +103.1% |
| 5Y | +107.8% | -70.5% | +178.3% | +90.4% |
| All | +107.8% | -71.9% | +179.6% | +90.4% |
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 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