+71.3%
NUE vs DOCU
+10.1%
+61.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.3% |
| 7D | -10.6% | -5.5% | -5.0% | -10.7% |
| 30D | -0.6% | +12.6% | -13.2% | -0.4% |
| 3M | -9.7% | +36.4% | -46.1% | -8.9% |
| 6M | +5.1% | +66.8% | -61.7% | +7.4% |
| YTD | +51.4% | +13.5% | +38.0% | +54.2% |
| 1Y | +71.3% | +11.3% | +60.0% | +76.1% |
| All | +71.3% | +10.1% | +61.2% | +76.1% |
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 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