+2,815.3%
NVDA vs DOCU
+112.5%
+2,702.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.3% |
| 7D | -12.7% | +4.1% | -16.8% | -14.0% |
| 30D | -26.4% | +7.4% | -33.8% | -28.5% |
| 3M | -27.6% | +26.0% | -53.6% | -34.1% |
| 6M | -27.7% | +79.2% | -106.9% | -43.4% |
| YTD | -12.5% | +18.1% | -30.5% | -21.3% |
| 1Y | -12.6% | +20.5% | -33.2% | -22.5% |
| 3Y | +235.9% | +96.4% | +139.5% | +122.5% |
| 5Y | +438.2% | -69.5% | +507.7% | +554.7% |
| All | +2,815.3% | +112.5% | +2,702.8% | +1,390.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling