+107.5%
NVO vs DOCU
+104.4%
+3.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +1.3% | -3.4% | +4.6% | +1.6% |
| 30D | +5.3% | +9.3% | -3.9% | +4.5% |
| 3M | -13.6% | +30.2% | -43.9% | -15.9% |
| 6M | -10.5% | +62.1% | -72.7% | -14.9% |
| YTD | -16.0% | +13.5% | -29.6% | -17.8% |
| 1Y | -7.0% | +11.5% | -18.5% | -8.9% |
| 3Y | -56.1% | +89.5% | -145.6% | -59.4% |
| 5Y | -19.0% | -69.6% | +50.6% | -16.2% |
| All | +107.5% | +104.4% | +3.1% | +87.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling