+28.0%
NU vs DOCU
-48.0%
+76.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.8% | +11.0% | +11.4% |
| 7D | +9.9% | +4.1% | +5.8% | +8.2% |
| 30D | -11.5% | +7.4% | -18.8% | -14.1% |
| 3M | -5.1% | +26.0% | -31.1% | -14.5% |
| 6M | +3.1% | +79.2% | -76.1% | -21.7% |
| YTD | -21.0% | +18.1% | -39.1% | -29.5% |
| 1Y | -15.2% | +20.5% | -35.7% | -25.2% |
| 3Y | +56.4% | +96.4% | -40.0% | -5.1% |
| All | +28.0% | -48.0% | +76.0% | +55.2% |
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