+557.4%
NTRA vs DOCU
+98.0%
+459.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | +2.7% | +4.1% | -1.3% | +1.9% |
| 30D | -19.2% | +7.4% | -26.5% | -20.3% |
| 3M | +2.7% | +26.0% | -23.3% | -2.3% |
| 6M | +63.4% | +79.2% | -15.8% | +43.1% |
| YTD | +39.3% | +18.1% | +21.2% | +32.8% |
| 1Y | +59.0% | +20.5% | +38.5% | +50.5% |
| 3Y | +557.4% | +96.4% | +461.0% | +458.2% |
| All | +557.4% | +98.0% | +459.3% | +458.2% |
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