+2,786.5%
NTRA vs DOCU
+110.9%
+2,675.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.7% | +1.4% |
| 7D | -18.2% | -0.4% | -17.8% | -18.0% |
| 30D | -19.6% | +12.9% | -32.5% | -23.1% |
| 3M | +2.3% | +35.1% | -32.8% | -9.1% |
| 6M | +60.6% | +76.2% | -15.6% | +27.9% |
| YTD | +39.6% | +17.2% | +22.4% | +27.2% |
| 1Y | +54.7% | +16.4% | +38.3% | +40.7% |
| 3Y | +584.3% | +95.6% | +488.7% | +366.3% |
| 5Y | +182.5% | -68.5% | +251.0% | +235.2% |
| All | +2,786.5% | +110.9% | +2,675.5% | +1,750.0% |
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