+1,323.1%
NVDL vs DOCU
+39.4%
+1,283.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | 0.0% | -9.0% | -9.0% |
| 7D | -17.5% | +1.6% | -19.0% | -18.0% |
| 30D | -49.2% | +10.8% | -60.1% | -51.4% |
| 3M | -49.0% | +38.0% | -86.9% | -55.7% |
| 6M | -50.9% | +77.4% | -128.3% | -62.4% |
| YTD | -36.7% | +17.2% | -53.9% | -42.4% |
| 1Y | -43.0% | +15.6% | -58.6% | -48.1% |
| 3Y | +281.1% | +95.6% | +185.5% | +139.9% |
| All | +1,323.1% | +39.4% | +1,283.7% | +904.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling