+44.8%
NU vs DOCU
+87.9%
-43.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.1% | +2.8% |
| 7D | +3.6% | -5.5% | +9.2% | +4.8% |
| 30D | -22.8% | +12.6% | -35.4% | -24.7% |
| 3M | -14.8% | +36.4% | -51.2% | -20.6% |
| 6M | -16.9% | +66.8% | -83.7% | -26.8% |
| YTD | -28.1% | +13.5% | -41.6% | -30.5% |
| 1Y | -24.5% | +11.3% | -35.8% | -26.7% |
| 3Y | +44.8% | +92.1% | -47.3% | +15.7% |
| All | +44.8% | +87.9% | -43.2% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling