-98.5%
NVD vs DOCU
+67.5%
-166.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +4.2% |
| 7D | +28.6% | +4.1% | +24.6% | +30.4% |
| 30D | +73.6% | +7.4% | +66.3% | +77.9% |
| 3M | +70.1% | +26.0% | +44.1% | +85.2% |
| 6M | +53.6% | +79.2% | -25.6% | +90.8% |
| YTD | -7.0% | +18.1% | -25.1% | -2.3% |
| 1Y | -9.0% | +20.5% | -29.5% | -3.3% |
| 3Y | -98.3% | +96.4% | -194.7% | -97.6% |
| All | -98.5% | +67.5% | -166.0% | -97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling