+13.6%
NU vs DOCU
-49.2%
+62.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.3% |
| 7D | -2.6% | -3.2% | +0.6% | -1.3% |
| 30D | -25.0% | +15.7% | -40.7% | -29.5% |
| 3M | -18.9% | +37.3% | -56.2% | -29.7% |
| 6M | -17.6% | +63.1% | -80.7% | -35.0% |
| YTD | -29.9% | +15.4% | -45.2% | -36.9% |
| 1Y | -27.4% | +11.3% | -38.7% | -33.7% |
| 3Y | +38.4% | +92.1% | -53.6% | -15.3% |
| All | +13.6% | -49.2% | +62.8% | +39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling