+16.5%
NU vs DOCU
-50.0%
+66.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.1% | +3.1% |
| 7D | +3.6% | -5.5% | +9.2% | +6.0% |
| 30D | -22.8% | +12.6% | -35.4% | -26.7% |
| 3M | -14.8% | +36.4% | -51.2% | -26.0% |
| 6M | -16.9% | +66.8% | -83.7% | -35.1% |
| YTD | -28.1% | +13.5% | -41.6% | -34.9% |
| 1Y | -24.5% | +11.3% | -35.8% | -31.1% |
| 3Y | +44.8% | +92.1% | -47.3% | -11.7% |
| All | +16.5% | -50.0% | +66.5% | +43.4% |
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