+620.8%
NTRA vs DOCU
+87.9%
+532.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -1.7% | -12.9% | -14.3% |
| 7D | -25.0% | -5.5% | -19.5% | -24.1% |
| 30D | -21.5% | +12.6% | -34.1% | -23.3% |
| 3M | +17.1% | +36.4% | -19.3% | +9.7% |
| 6M | +44.4% | +66.8% | -22.4% | +28.7% |
| YTD | +35.6% | +13.5% | +22.1% | +30.4% |
| 1Y | +56.5% | +11.3% | +45.2% | +50.8% |
| 3Y | +620.8% | +92.1% | +528.8% | +524.2% |
| All | +620.8% | +87.9% | +532.9% | +524.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling