+558.9%
NTRA vs DOCU
+96.5%
+462.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.7% | +1.9% |
| 7D | -18.2% | -0.4% | -17.8% | -18.1% |
| 30D | -19.6% | +12.9% | -32.5% | -21.6% |
| 3M | +2.3% | +35.1% | -32.8% | -4.2% |
| 6M | +60.6% | +76.2% | -15.6% | +41.2% |
| YTD | +39.6% | +17.2% | +22.4% | +33.3% |
| 1Y | +54.7% | +16.4% | +38.3% | +47.6% |
| All | +558.9% | +96.5% | +462.3% | +460.4% |
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 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