+401.3%
NUE vs DOCU
+110.9%
+290.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.5% |
| 7D | -2.4% | -0.4% | -2.0% | -2.4% |
| 30D | +3.8% | +12.9% | -9.1% | +2.2% |
| 3M | -3.7% | +35.1% | -38.7% | -7.3% |
| 6M | +13.2% | +76.2% | -63.0% | +5.1% |
| YTD | +61.6% | +17.2% | +44.4% | +56.7% |
| 1Y | +83.6% | +16.4% | +67.2% | +78.0% |
| 3Y | +78.6% | +95.6% | -17.0% | +59.3% |
| 5Y | +148.0% | -68.5% | +216.5% | +146.3% |
| All | +401.3% | +110.9% | +290.4% | +266.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling