+3,183.0%
NTRA vs DOCU
+107.7%
+3,075.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.0% | -5.0% | -6.3% |
| 7D | -16.6% | -3.2% | -13.4% | -15.6% |
| 30D | -9.2% | +15.7% | -24.9% | -14.0% |
| 3M | +32.5% | +37.3% | -4.8% | +17.3% |
| 6M | +75.9% | +63.1% | +12.8% | +43.7% |
| YTD | +58.8% | +15.4% | +43.4% | +45.3% |
| 1Y | +82.0% | +11.3% | +70.6% | +68.1% |
| 3Y | +751.1% | +92.1% | +659.0% | +482.6% |
| 5Y | +213.7% | -70.5% | +284.2% | +280.8% |
| All | +3,183.0% | +107.7% | +3,075.3% | +2,013.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling