+4,019.3%
NVDA vs DOCU
+80.0%
+3,939.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.5% |
| 7D | +5.9% | +6.9% | -1.0% | +3.3% |
| 30D | +5.1% | +19.0% | -13.9% | -1.8% |
| 3M | +5.4% | +34.3% | -28.9% | -7.1% |
| 6M | +26.0% | +48.0% | -22.0% | +5.6% |
| YTD | +23.7% | 0.0% | +23.7% | +19.2% |
| 1Y | +34.4% | -10.3% | +44.6% | +32.9% |
| 3Y | +375.8% | +32.4% | +343.4% | +271.3% |
| 5Y | +911.8% | -77.9% | +989.7% | +1,306.5% |
| All | +4,019.3% | +80.0% | +3,939.3% | +2,156.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling