+40.6%
NVDL vs DOCU
-9.0%
+49.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +1.4% |
| 7D | +11.7% | +6.9% | +4.8% | +11.3% |
| 30D | +7.8% | +19.0% | -11.2% | +7.1% |
| 3M | +3.3% | +34.3% | -31.0% | +3.0% |
| 6M | +38.9% | +48.0% | -9.1% | +39.6% |
| YTD | +28.5% | 0.0% | +28.5% | +28.3% |
| 1Y | +40.6% | -10.3% | +50.9% | +37.2% |
| All | +40.6% | -9.0% | +49.6% | +37.2% |
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