+1,716.9%
NVDL vs DOCU
+35.0%
+1,682.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.0% | +6.0% |
| 7D | -18.2% | -5.5% | -12.6% | -16.3% |
| 30D | -40.1% | +12.6% | -52.7% | -43.1% |
| 3M | -31.9% | +36.4% | -68.3% | -40.7% |
| 6M | -29.3% | +66.8% | -96.1% | -44.5% |
| YTD | -19.2% | +13.5% | -32.6% | -25.6% |
| 1Y | -23.3% | +11.3% | -34.6% | -29.1% |
| 3Y | +427.9% | +92.1% | +335.8% | +233.1% |
| All | +1,716.9% | +35.0% | +1,682.0% | +1,197.6% |
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 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