-12.2%
NVO vs DOCU
+15.8%
-28.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.2% | +0.4% |
| 7D | -2.6% | -0.4% | -2.1% | -2.5% |
| 30D | +6.5% | +12.9% | -6.4% | +4.2% |
| 3M | -11.8% | +35.1% | -46.8% | -16.8% |
| 6M | -10.3% | +76.2% | -86.5% | -21.4% |
| YTD | -15.2% | +17.2% | -32.4% | -23.3% |
| 1Y | -12.2% | +16.4% | -28.6% | -20.8% |
| All | -12.2% | +15.8% | -28.0% | -20.8% |
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