-24.8%
NU vs DOCU
+15.8%
-40.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.2% | -1.2% | +1.8% |
| 7D | +2.8% | -0.4% | +3.2% | +2.8% |
| 30D | -23.0% | +12.9% | -36.0% | -23.5% |
| 3M | -9.7% | +35.1% | -44.8% | -11.3% |
| 6M | -8.7% | +76.2% | -84.9% | -12.6% |
| YTD | -26.4% | +17.2% | -43.6% | -21.2% |
| 1Y | -24.8% | +16.4% | -41.2% | -19.6% |
| All | -24.8% | +15.8% | -40.6% | -19.6% |
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