+3.6%
NVT vs DOCU
+11.6%
-8.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.2% | -12.9% | -12.7% |
| 7D | -19.5% | -3.7% | -15.8% | -20.1% |
| 30D | -32.4% | +15.0% | -47.4% | -30.2% |
| 3M | -30.3% | +39.9% | -70.2% | -25.3% |
| 6M | -30.4% | +66.2% | -96.6% | -22.5% |
| YTD | +11.3% | +17.7% | -6.3% | +22.1% |
| 1Y | +3.6% | +13.7% | -10.1% | +14.5% |
| All | +3.6% | +11.6% | -8.0% | +14.5% |
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