+3.4%
NU vs DOCU
-9.0%
+12.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.3% |
| 7D | +7.5% | +6.9% | +0.6% | +6.9% |
| 30D | +6.1% | +19.0% | -12.8% | +4.5% |
| 3M | +26.8% | +34.3% | -7.5% | +22.6% |
| 6M | +2.5% | +48.0% | -45.5% | -2.2% |
| YTD | -8.2% | 0.0% | -8.2% | -3.8% |
| 1Y | +3.4% | -10.3% | +13.6% | +10.0% |
| All | +3.4% | -9.0% | +12.4% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling