-24.5%
NU vs DOCU
+10.1%
-34.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.1% | +2.5% |
| 7D | +3.6% | -5.5% | +9.2% | +3.9% |
| 30D | -22.8% | +12.6% | -35.4% | -23.2% |
| 3M | -14.8% | +36.4% | -51.2% | -16.3% |
| 6M | -16.9% | +66.8% | -83.7% | -20.0% |
| YTD | -28.1% | +13.5% | -41.6% | -23.0% |
| 1Y | -24.5% | +11.3% | -35.8% | -18.1% |
| All | -24.5% | +10.1% | -34.6% | -18.1% |
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