+34.4%
NVDA vs DOCU
-9.0%
+43.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.7% |
| 7D | +5.9% | +6.9% | -1.0% | +5.7% |
| 30D | +5.1% | +19.0% | -13.9% | +4.7% |
| 3M | +5.4% | +34.3% | -28.9% | +5.1% |
| 6M | +26.0% | +48.0% | -22.0% | +26.1% |
| YTD | +23.7% | 0.0% | +23.7% | +23.3% |
| 1Y | +34.4% | -10.3% | +44.6% | +32.4% |
| All | +34.4% | -9.0% | +43.4% | +32.4% |
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 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