+2,791.6%
NTRA vs DOCU
+104.6%
+2,687.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | -15.4% | -4.8% | -10.7% | -13.9% |
| 30D | -20.0% | +9.4% | -29.4% | -22.6% |
| 3M | -0.5% | +29.0% | -29.6% | -10.1% |
| 6M | +64.9% | +62.3% | +2.6% | +35.2% |
| YTD | +39.9% | +13.7% | +26.2% | +28.8% |
| 1Y | +60.5% | +11.5% | +49.0% | +48.3% |
| 3Y | +605.9% | +94.2% | +511.7% | +381.7% |
| 5Y | +183.0% | -71.7% | +254.7% | +249.5% |
| All | +2,791.6% | +104.6% | +2,687.0% | +1,773.4% |
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 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