+241.3%
NTAP vs DOCU
+80.0%
+161.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.6% |
| 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% | -2.1% |
| 6M | +88.0% | +48.0% | +39.9% | +73.1% |
| YTD | +75.6% | 0.0% | +75.6% | +72.9% |
| 1Y | +58.9% | -10.3% | +69.2% | +59.0% |
| 3Y | +153.6% | +32.4% | +121.2% | +131.4% |
| 5Y | +127.6% | -77.9% | +205.6% | +155.2% |
| All | +241.3% | +80.0% | +161.3% | +93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling