+72.0%
NUE vs DOCU
+88.2%
-16.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -10.2% | -4.8% | -5.5% | -9.8% |
| 30D | -0.4% | +9.4% | -9.8% | -1.5% |
| 3M | -8.4% | +29.0% | -37.4% | -11.1% |
| 6M | +10.1% | +62.3% | -52.2% | +3.6% |
| YTD | +54.1% | +13.7% | +40.4% | +51.9% |
| 1Y | +74.7% | +11.5% | +63.2% | +72.7% |
| 3Y | +72.0% | +94.2% | -22.2% | +63.2% |
| All | +72.0% | +88.2% | -16.2% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling