+70.9%
NVT vs DOCU
-9.0%
+79.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +3.0% |
| 7D | +5.1% | +6.9% | -1.8% | +5.9% |
| 30D | -3.7% | +19.0% | -22.7% | -1.5% |
| 3M | -10.1% | +34.3% | -44.4% | -6.0% |
| 6M | +37.5% | +48.0% | -10.6% | +44.6% |
| YTD | +53.7% | 0.0% | +53.7% | +62.8% |
| 1Y | +70.9% | -10.3% | +81.1% | +81.2% |
| All | +70.9% | -9.0% | +79.9% | +81.2% |
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 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