+492.6%
NVT vs DOCU
+112.5%
+380.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | +8.0% | +4.1% | +3.9% | +7.5% |
| 30D | -24.8% | +7.4% | -32.1% | -25.5% |
| 3M | -32.4% | +26.0% | -58.4% | -34.7% |
| 6M | -33.5% | +79.2% | -112.7% | -39.2% |
| YTD | +13.2% | +18.1% | -4.9% | +9.0% |
| 1Y | +9.0% | +20.5% | -11.6% | +4.4% |
| 3Y | +129.4% | +96.4% | +33.0% | +101.6% |
| 5Y | +230.1% | -69.5% | +299.6% | +240.2% |
| All | +492.6% | +112.5% | +380.1% | +272.0% |
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