+315.2%
NVDL vs DOCU
+96.5%
+218.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.2% | +2.6% | +4.8% |
| 7D | -26.2% | -0.4% | -25.8% | -26.0% |
| 30D | -43.2% | +12.9% | -56.2% | -45.6% |
| 3M | -40.5% | +35.1% | -75.6% | -46.7% |
| 6M | -45.4% | +76.2% | -121.6% | -56.0% |
| YTD | -30.5% | +17.2% | -47.6% | -34.9% |
| 1Y | -37.1% | +16.4% | -53.5% | -41.3% |
| All | +315.2% | +96.5% | +218.7% | +244.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling