+19.7%
NU vs DOCU
-49.9%
+69.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.6% | +2.7% |
| 7D | +6.4% | -4.8% | +11.1% | +8.4% |
| 30D | -23.3% | +9.4% | -32.7% | -26.3% |
| 3M | -10.7% | +29.0% | -39.7% | -20.5% |
| 6M | -10.4% | +62.3% | -72.8% | -29.1% |
| YTD | -26.2% | +13.7% | -39.8% | -33.2% |
| 1Y | -22.1% | +11.5% | -33.7% | -29.0% |
| 3Y | +49.6% | +94.2% | -44.5% | -9.2% |
| All | +19.7% | -49.9% | +69.6% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling