+77.8%
NUE vs DOCU
+15.6%
+62.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +6.1% | +1.6% | +4.6% | +6.2% |
| 30D | +2.7% | +10.8% | -8.1% | +2.9% |
| 3M | -3.8% | +38.0% | -41.8% | -3.0% |
| 6M | +14.0% | +77.4% | -63.4% | +16.8% |
| YTD | +61.2% | +17.2% | +44.0% | +64.0% |
| 1Y | +77.8% | +15.6% | +62.2% | +81.5% |
| All | +77.8% | +15.6% | +62.2% | +81.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling