+167.9%
NTRA vs DOCU
-78.0%
+245.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.1% |
| 7D | +0.6% | +6.9% | -6.3% | -1.8% |
| 30D | +19.5% | +19.0% | +0.5% | +12.0% |
| 3M | +47.8% | +34.3% | +13.5% | +31.2% |
| 6M | +61.6% | +48.0% | +13.6% | +37.0% |
| YTD | +43.3% | 0.0% | +43.2% | +39.0% |
| 1Y | +97.0% | -10.3% | +107.3% | +97.0% |
| 3Y | +424.9% | +32.4% | +392.5% | +313.1% |
| All | +167.9% | -78.0% | +245.9% | +231.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling