-98.9%
NVD vs DOCU
+60.9%
-159.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.7% | -3.8% | -6.0% |
| 7D | +16.8% | -5.5% | +22.4% | +14.8% |
| 30D | +54.3% | +12.6% | +41.7% | +60.5% |
| 3M | +24.3% | +36.4% | -12.1% | +39.4% |
| 6M | +0.6% | +66.8% | -66.2% | +21.8% |
| YTD | -27.7% | +13.5% | -41.2% | -25.1% |
| 1Y | -29.4% | +11.3% | -40.7% | -27.3% |
| 3Y | -98.8% | +92.1% | -190.9% | -98.3% |
| All | -98.9% | +60.9% | -159.8% | -98.4% |
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