+382.8%
NUE vs DOCU
+112.5%
+270.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.2% | -3.5% |
| 7D | +2.8% | +4.1% | -1.3% | +2.3% |
| 30D | -2.1% | +7.4% | -9.4% | -3.0% |
| 3M | -7.3% | +26.0% | -33.3% | -10.1% |
| 6M | +8.9% | +79.2% | -70.3% | +0.8% |
| YTD | +55.6% | +18.1% | +37.5% | +50.7% |
| 1Y | +74.7% | +20.5% | +54.1% | +68.6% |
| 3Y | +71.7% | +96.4% | -24.7% | +53.0% |
| 5Y | +141.2% | -69.5% | +210.7% | +140.2% |
| All | +382.8% | +112.5% | +270.3% | +252.5% |
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