+3,098.6%
NVDA vs DOCU
+104.6%
+2,993.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | -11.6% | -4.8% | -6.8% | -10.0% |
| 30D | -22.1% | +9.4% | -31.5% | -24.8% |
| 3M | -20.1% | +29.0% | -49.2% | -28.1% |
| 6M | -16.8% | +62.3% | -79.1% | -32.5% |
| YTD | -4.0% | +13.7% | -17.6% | -12.5% |
| 1Y | -4.8% | +11.5% | -16.4% | -13.0% |
| 3Y | +281.7% | +94.2% | +187.5% | +153.4% |
| 5Y | +485.4% | -71.7% | +557.1% | +633.3% |
| All | +3,098.6% | +104.6% | +2,993.9% | +1,557.6% |
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